Cloud Capital Management, Llc
- Regulatory AUM
- $300M
- Discretionary
- $300M
- Clients
- 131
- Avg AUM / client
- $2.3M
- Accounts
- 396
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 65 | $26.7M | 8.89% |
| High net worth individuals | 65 | $273M | 91.1% |
| Corporations and other businesses | 1 | $53.9K | 0.02% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $193K combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Cirrus Special Opportunity Fund Lp | Hedge Fund | Washington | $193K | 6 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hart Arthur Williams | Member, Cco | Oct 2021 (5y) | 25% – 50% | |
| Sean Sternbach | Member | Oct 2021 (5y) | 25% – 50% | |
| Taylor Jeffrey Heininger | Member | CFA | May 2022 (4y) | 25% – 50% |
| Kory Christiaan Lackey | Registered representative | Apr 2024 (2y) | ||
| Blake Andrew Martin | Registered representative | Oct 2025 (1y) | ||
| Joseph Ryan Morrison | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $193K gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Cirrus Special Opportunity Fund Lp | Hedge Fund | $193K | $0 | 6 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 1.2 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Charles Schwab & Co. $300M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗