# McLoud Advisory Services LLC

> McLoud Advisory Services LLC is a state-registered investment advisory firm, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated September 17, 2025.

- CRD: 309660
- Filed as: MCLOUD ADVISORY SERVICES LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Oklahoma
- Filing period: October 2026
- Form ADV filing dated: September 17, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/309660
- AdvisorCensus page: https://advisorcensus.com/firm/mcloud-advisory-services-llc-309660

## Quick answers

**How is McLoud Advisory Services LLC compensated?**
On its Form ADV (Item 5.E, October 2026), McLoud Advisory Services LLC reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is McLoud Advisory Services LLC registered with the SEC or a state?**
McLoud Advisory Services LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 309660.

**What types of clients does McLoud Advisory Services LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (25).

**Does McLoud Advisory Services LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/309660

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 25 | $0 |
| High net worth individuals | Not reported | $0 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OK
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- Facebook @jeff.mcloud
- Instagram @mcloud.jeff
- LinkedIn @jeff-mcloud-90502310

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McLoud Advisory Services LLC (CRD 309660): Form ADV filing data as of October 2026.