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Cloud Investments, LLC

● SEC registered since 2018CRD 281915SEC# 801-112434Huntsville, AL
Export (members)
Reg. AUM
$404M
Employees
6
Accounts
1,749
Location
Huntsville, AL

Cloud Investments, LLC assets under management

Cloud Investments, LLC is a registered investment adviser overseen by the SEC based in Huntsville, AL. The firm has been registered since 2018. It reports $404 million in regulatory assets under management and employs 6 people.

Cloud Investments, LLC owners & executives

2 reported
NameTitleOwnershipSince
Don Paul Cloud ControlManaging MemberOver 75%2015
Scott Alan Montes ControlChief Compliance OfficerUnder 5%2024

Frequently asked questions

How much does Cloud Investments, LLC manage?

Cloud Investments, LLC reports $404 million in regulatory assets under management on its Form ADV.

How many employees does Cloud Investments, LLC have?

Cloud Investments, LLC reports 6 employees.

Where is Cloud Investments, LLC located?

Cloud Investments, LLC is based in Huntsville, AL and has been SEC-registered since 2018.

Does Cloud Investments, LLC disclose fund performance?

Cloud Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address200 Clinton Ave, Suite 1020, Huntsville, AL 35801
Phone256-715-0094
Fax256-585-6079
Office hours8:30-5:30
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Regulatory AUM

$404M▲ 70%
Jan '25 — $238.1MFeb '25 — $299.8MMar '25 — $299.8MApr '25 — $299.8MMay '25 — $299.8MJun '25 — $299.8MJul '25 — $299.8MAug '25 — $299.8MSep '25 — $299.8MOct '25 — $343.8MNov '25 — $343.8MDec '25 — $343.8MJan '26 — $343.8MFeb '26 — $404MMar '26 — $404MApr '26 — $404MMay '26 — $404MJun '26 — $404M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$404Mregulatory AUM
Discretionary $404M