Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

R.J. CLOUD ADVISORS & COMPANY

dba R.J. CLOUD ADVISORS & COMPANY · CRD 289371 · Registered Investment Adviser

R.J. CLOUD ADVISORS & COMPANY is a Registered Investment Adviser headquartered in BIXBY, OK. The firm reports $171,286,108 in regulatory assets under management across 160 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$170,739,535
Non-discretionary$546,573
Total RAUM$171,286,108
Accounts160

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 289371. adviserinfo.sec.gov/firm/summary/289371.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.