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R.j. Cloud Advisors & Company

● SEC registered since 2022CRD 289371SEC# 801-126159Bixby, OK
Export (members)
Reg. AUM
$171.3M
Employees
3
Accounts
160
Location
Bixby, OK

R.j. Cloud Advisors & Company assets under management

R.j. Cloud Advisors & Company is a registered investment adviser overseen by the SEC based in Bixby, OK. The firm has been registered since 2022. It reports $171.3 million in regulatory assets under management and employs 3 people.

R.j. Cloud Advisors & Company owners & executives

1 reported
NameTitleOwnershipSince
Randall Joe Cloud ControlPrincipal & Chief Compliance OfficerOver 75%2017

Frequently asked questions

How much does R.j. Cloud Advisors & Company manage?

R.j. Cloud Advisors & Company reports $171.3 million in regulatory assets under management on its Form ADV.

How many employees does R.j. Cloud Advisors & Company have?

R.j. Cloud Advisors & Company reports 3 employees.

Where is R.j. Cloud Advisors & Company located?

R.j. Cloud Advisors & Company is based in Bixby, OK and has been SEC-registered since 2022.

Does R.j. Cloud Advisors & Company disclose fund performance?

R.j. Cloud Advisors & Company is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6630 E 121st Street, Suite 101, Bixby, OK 74008
Phone918-949-9713
Office hours8:00a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Regulatory AUM

$171.3M▲ 24%
Jan '25 — $138.2MFeb '25 — $138.2MMar '25 — $138.2MApr '25 — $138.2MMay '25 — $138.2MJun '25 — $138.2MJul '25 — $138.2MAug '25 — $150.7MSep '25 — $150.7MOct '25 — $150.7MNov '25 — $150.7MDec '25 — $150.7MJan '26 — $171.3MFeb '26 — $171.3MMar '26 — $171.3MApr '26 — $171.3MMay '26 — $171.3MJun '26 — $171.3M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$171.3Mregulatory AUM
Discretionary $170.7MNon-discretionary $547K