Cloud Investments, LLC

Overview

Cloud Investments, LLC is an SEC registered investment adviser based in Huntsville, AL, registered since 2018. It reports $404M in assets under management across 1,749 accounts, with 6 employees. It has 6 investment adviser representatives.

Reported AUM

$404M

Discretionary

100%

Accounts

1,749

Average account

$231K

Employees

6

Advisory reps

6

Registered since

2018

Jurisdictions

7

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• High Net Worth Individuals
• Individuals
• Other clients

Fee structure

Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Don Paul Cloud Managing Member CRD 5362093
• Scott Alan Montes Chief Compliance Officer CRD 3099221

Advisory reps 3 of 6

• Don Paul Cloud Insurance Agent · Investment Adviser Rep CRD 5362093
• Germi Lamar Cloud Insurance Agent · Investment Adviser Rep CRD 5832146
• Charles Harriman Insurance Agent · Investment Adviser Rep CRD 6293392

3 more advisory reps, with emails, phones and branch locations

Location

Headquarters

200 Clinton Ave W Ste 1020
Huntsville, AL 35801

County

Madison

Metro area

Huntsville, AL

Region

South

Registrations

• SEC registered
• Registered in 7 jurisdictions
• Website: cloudfinancial.retirementreadytest.com/tax-analysis

Every state, with registration dates

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