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RC

Richard R. Cloud

CLOUD CAPITAL LLC
Claremore, OK
Some features on this profile are disabled
CRD#: 2002339
RC

Professional summary

Richard Randall Cloud, who also goes by Randy Cloud, Richard R Cloud, is a registered financial advisor currently at CLOUD CAPITAL LLC located in Claremore, Oklahoma and MERIDIAN WEALTH MANAGEMENT, LLC located in Claremore, Oklahoma.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Richard has worked at 8 firms and has passed the Series 65, Series 63 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Randy Cloud | Richard R Cloud

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Randall Cloud's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 15, 2012 - Present

CLOUD CAPITAL LLC

RIA
CRD#: 150275
Claremore, OK
Current

November 6, 2025 - Present

MERIDIAN WEALTH MANAGEMENT, LLC

RIA
CRD#: 151523
Claremore, OK
Past

July 24, 2014 - December 31, 2015

TRINITY INVESTMENT ADVISORS

RIA
CRD#: 146805
JAY, OK
Past

September 15, 2000 - June 3, 2005

THE FINANCIAL & BUSINESS RESEARCH CORPORATION

RIA
CRD#: 117434
TULSA, OK
Past

August 12, 1993 - December 31, 2009

CLOUD CAPITAL LLC

RIA
CRD#: 108032
TULSA, OK
Past

June 7, 1993 - February 6, 1995

WS GRIFFITH SECURITIES, INC.

BD
CRD#: 10410
Past

July 11, 1990 - June 7, 1993

VP DISTRIBUTORS LLC

BD
CRD#: 3036
Past

November 9, 1989 - May 29, 1990

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MW
MERIDIAN WEALTH MANAGEMENT, LLC
MERIDIAN WEALTH MANAGEMENT, LLC | VARSITY WEALTH

CRD#: 151523 / SEC#: 801-70676

RIA
Registered Investment Advisory firm - (10/14/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Minnesota
(11/6/2025)
IAR
Missouri
(11/7/2025)
IAR
Oklahoma
(6/15/2012)
IAR
Texas
(11/8/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/14/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/3/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 11/3/1989
Investment Company Products/Variable Contracts Representative Examination

Current Firm

MW
MERIDIAN WEALTH MANAGEMENT, LLC
MERIDIAN WEALTH MANAGEMENT, LLC | VARSITY WEALTH

CRD#: 151523 / SEC#: 801-70676

RIA
Registered Investment Advisory firm - (10/14/2009 Approved)
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Contact information

Main Address
100 W Main Street Suite 450, Lexington, KY 40507
Mailing Address
Phone number
(859) 543-4516
Established
Firm type
Fiscal year end
# of Employees
64

SEC notice filing (47 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MERIDIAN WEALTH MANAGEMENT FORM ADV PART 2A 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts8,802
AUM (Assets Under Management)$ 3,885,527,411

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MERIDIAN WEALTH MANAGEMENT, LLC

CRD#: 151523Claremore, OK

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