CLOUD CAPITAL MANAGEMENT, LLC
DBA: CLOUD CAPITAL
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $300.2M |
| Discretionary | $300.2M100% of AUM |
| Client Accounts | 396 |
| Avg Account Size | $758K |
| Employees | 5 |
| Peak AUM | $300.2MMar 2026 |
| AUM CAGR | +29.8% /yrover 3 yrs · 16 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $300M | +58.1% | +29.8% | — | |
| Discretionary AUM | $300M | ||||
Key Metrics
| Total AUM | $300.2M |
| Discretionary | $300.2M |
| Employees | 5 |
| Client Accounts | 396 |
| Client Range | 1-10 |
Contact & Location
Address
450 ALASKAN WAY S
SEATTLE WA 98104
Phone
8007954303
Filing History
16 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$300M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer CustodySurprise Exam
Related Entities (Item 7)
Law Firm