← Back to searchVisit website
R.J. CLOUD ADVISORS & COMPANY
CRD 289371 · SEC 801-126159
6630 E 121ST STREET, SUITE 101, BIXBY, OK, 74008, United States
Phone
918-949-9713
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$171.3M
Discretionary AUM
$170.7M
Team
3 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-01-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 110 | $34.1M |
| High net worth individuals | 49 | $136.6M |
| Pension/profit sharing plans | 1 | $547K |
States served
CO, OK, TX
All web addresses on file
Official SEC filing: View on IAPD