# Cloud Capital Advisors LLC

> Cloud Capital Advisors LLC is an SEC-registered investment advisory firm in Washington, DC, registered since 2022, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 314113
- Filed as: CLOUD CAPITAL ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Washington, DC
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/314113
- AdvisorCensus page: https://advisorcensus.com/firm/cloud-capital-advisors-llc-washington-dc-314113

## Quick answers

**How is Cloud Capital Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Cloud Capital Advisors LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Cloud Capital Advisors LLC located?**
Cloud Capital Advisors LLC's principal office is in Washington, DC, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Cloud Capital Advisors LLC registered with the SEC or a state?**
Cloud Capital Advisors LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 314113.

**How much does Cloud Capital Advisors LLC manage?**
Cloud Capital Advisors LLC reports $2,818,090,089 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Cloud Capital Advisors LLC's assets and staff changed since 2022?**
In the Form ADV data for Cloud Capital Advisors LLC: Regulatory assets under management: $500,000,000 in the October 2022 data and $2,818,090,089 in the October 2026 data, up 464%. Total employees: 6 in October 2022 and 27 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cloud Capital Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9).

**Does Cloud Capital Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/314113

**What changed in Cloud Capital Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 10 to 8. Regulatory assets under management went from $1,974,320,538 to $2,818,090,089 (+43%). Added an office in San Francisco, CA. Registered or notice-filed in CA. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $2,818,090,089
- Discretionary: $2,818,090,089
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 9 | $2,818,090,089 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 27 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- San Francisco, CA

### Websites listed on Form ADV (Item 1.I)
- cloudcapital.com
- LinkedIn @cldcap

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $500,000,000 | 6 | July 7, 2022 |
| October 2023 | $675,000,000 | 8 | March 30, 2023 |
| October 2024 | $646,000,000 | 12 | August 9, 2024 |
| October 2025 | $1,974,320,538 | 29 | July 21, 2025 |
| October 2026 | $2,818,090,089 | 27 | March 31, 2026 |

Regulatory assets under management: $500,000,000 in the October 2022 data and $2,818,090,089 in the October 2026 data, up 464%.
Total employees: 6 in October 2022 and 27 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 10 to 8.
- Regulatory assets under management went from $1,974,320,538 to $2,818,090,089 (+43%).
- Added an office in San Francisco, CA.
- Registered or notice-filed in CA.
- Updated its list of owners and control persons (Schedule A).

### January 2026
- No longer registered or notice-filed in FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cloud Capital Advisors LLC (CRD 314113): Form ADV filing data as of October 2026.