Updated:
Cloud Investments
Cloud Investments was established in 2015 as a Huntsville, Alabama-based wealth management firm. The firm operates from a single location and provides...
Cloud Investments
Cloud Investments was established in 2015 as a Huntsville, Alabama-based wealth management firm. The firm operates from a single location and provides investment management, asset management, and tax planning services. Its client base includes individuals and high-net-worth families seeking integrated financial advice in the northern Alabama market. The firm's advisory model combines investment management with tax planning, positioning it as a consolidated provider for regional clients. Service offerings span traditional wealth advisory functions, though specific asset-class allocations, portfolio construction methodologies, and any fund structures remain undisclosed in public records. No direct investments, co-investments, or named portfolio companies are publicly associated with the firm. Team size, total assets under management, and deployment figures are not disclosed. The firm operates solely from its Huntsville headquarters with no additional offices identified. No adjacent vehicles — such as philanthropic foundations, real-asset arms, or co-investor clubs — have been linked to Cloud Investments in public filings or regulatory records. As a small regional wealth manager with no public track record of institutional fund management, Cloud Investments differs structurally from investment firms that operate pooled vehicles or pursue direct deals. The firm's architecture appears limited to advisory relationships with local clients, without the partnership structures, fund complexes, or succession governance typical of larger asset managers or family offices.
General information
Firm type
Bank / Wealth / Trust
Year founded
2015
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Huntsville
Corporate office
Huntsville, AL, United States
Frequently asked questions
What services does Cloud Investments offer?
Cloud Investments provides asset management, investment management, and tax planning services. The firm serves individuals and high-net-worth clients in the Huntsville, Alabama area. Its service model integrates investment advisory with tax strategy. No additional service lines or specialized capabilities are detailed in public records.
Does Cloud Investments manage pooled investment funds?
No public record indicates that Cloud Investments manages pooled investment vehicles, funds, or structured products. The firm operates as a wealth management advisory practice rather than a fund sponsor. Its regulatory posture and disclosed services are consistent with a traditional registered investment adviser serving individual accounts.
Who leads Cloud Investments?
Principal leadership for Cloud Investments is not publicly named in available records. No named executives, founders, or investment committee members have been identified through the firm's website or regulatory disclosures. The firm has not published details of its management structure or investment decision-makers.
What is the firm's geographic focus?
Cloud Investments is headquartered in Huntsville, Alabama, and serves clients in that region. No additional offices or out-of-state operations are documented. The firm's wealth management and tax planning practice targets individuals and high-net-worth families in the northern Alabama market.
Does Cloud Investments have any institutional or family-office clients?
There is no public evidence that Cloud Investments serves institutional investors, pensions, endowments, or family office clients. Its disclosed client base consists of individuals and high-net-worth individuals. The firm does not market institutional capabilities or report institutional separate-account mandates.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: