Cloud Capital

Cloud Capital Management, LLC is an Investment Adviser registered with the Securities and Exchange Commission, offering Investment Management and Financial Consulting services. Established in 2022, the firm is owned by Hart Williams, Sean Sternbach, and Taylor Heininger. Cloud Capital provides Investment Management for Individual Accounts using various securities like stocks, bonds, mutual funds, and more, with discretionary portfolio management. Financial Consulting services cover portfolio guidance, manager advice, and analysis on various investment options. The firm manages $189,895,038 in discretionary assets as of December 31, 2024, without managing assets under a sponsored wrap-fee program. Advisory Fees for Individual Accounts are tiered based on assets under management, ranging from 1.00% to 0.50%. Financial Consulting fees are based on proposed services, not exceeding $250,000 annually. Clients may impose investment restrictions, and the firm operates on a discretionary basis. Cloud Capital uses quantitative and qualitative analysis, Modern Portfolio Theory, and charting in investment decisions, with various investment strategies like long-term and short-term purchases. Clients are advised on the risks associated with investments, including default risks, inflation risks, and the risks of margin transactions and options trading. Cloud Capital has no disciplinary history and acts as a fiduciary, providing services to various client types with a minimum AUM relationship of $2 million per household. The firm reviews accounts regularly, encourages client involvement, and does not vote proxies on behalf of clients. Cloud Capital does not have financial issues impairing service delivery and does not require prepayment of advisory fees exceeding $1,200 per client six months in advance.