CLOUD CAPITAL ADVISORS LLC

Midtown West, Suite 340,
1150 Assembly Drive
Tampa, Florida 33607
Tel: (813) 587-1997

About CLOUD CAPITAL ADVISORS LLC

CLOUD CAPITAL ADVISORS LLC, formally registered with the SEC as CLOUD CAPITAL ADVISORS LLC. The firm was established in 03/08/2022. They have over 2 offices throughout the country.

CLOUD CAPITAL ADVISORS LLC is a Tampa, Florida based Financial Planning firm with nearly $646,000,000 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	314113
SEC#	801-123380
Assets Managed by Firm	$646,000,000
No. of Clients	4
No. of Advisors	12

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$646,000,000

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