Randall J. Cloud

R.J. CLOUD ADVISORS & COMPANY

BIXBY, OK 74008

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CRD#: 4498341

Professional summary

Randall Joe Cloud, who also goes by Randy Cloud, is a registered financial advisor currently at R.J. CLOUD ADVISORS & COMPANY located in Bixby, Oklahoma.

Randall is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Randall has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Randy 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.

RANDALL J. CLOUD CPA - NOT INVESTMENT RELATED - 5387 S. SHERIDAN, TULSA, OK 74145 - CPA FIRM - OWNER - 25 HOURS PER MONTH DURING TRADING HOURS - INCOME TAX PREPARATION

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Randall Joe 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

August 24, 2022 - Present

R.J. CLOUD ADVISORS & COMPANY

Office #1: 6630 E 121st Street Suite 101, Bixby, OK 74008

RIA

CRD#: 289371

BIXBY, OK

Past

September 1, 2017 - July 29, 2022

R.J. CLOUD ADVISORS & COMPANY

RIA

CRD#: 289371

TULSA, OK

Past

May 26, 2005 - August 26, 2019

THE LEGACY FINANCIAL GROUP, INC.

RIA

CRD#: 135059

Tulsa, OK

Past

September 15, 2000 - December 31, 2005

THE FINANCIAL & BUSINESS RESEARCH CORPORATION

RIA

CRD#: 117434

TULSA, OK

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".

R.J. CLOUD ADVISORS & COMPANY

R J CLOUD ADVISORS & COMPANY | R.J. CLOUD ADVISORS & COMPANY

CRD#: 289371 / SEC#: 801-126159

RIA

Registered Investment Advisory firm - (7/21/2022 Approved)

Oklahoma

Registered Investment Advisory firm - (7/29/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Colorado
(8/24/2022)

IAR

Oklahoma
(8/24/2022)

IAR

Texas
(8/24/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/22/2000

Uniform Investment Adviser Law Examination

Current Firm

R.J. CLOUD ADVISORS & COMPANY

R J CLOUD ADVISORS & COMPANY | R.J. CLOUD ADVISORS & COMPANY

CRD#: 289371 / SEC#: 801-126159

RIA

Registered Investment Advisory firm - (7/21/2022 Approved)

Oklahoma

Registered Investment Advisory firm - (7/29/2022 Terminated)

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Contact information

Main Address

6630 E 121st Street Suite 101, Bixby, OK 74008

Mailing Address

P O Box 100, Jenks, OK 74037

Phone number

(918) 949-9713

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RJCAC FORM ADV PART 2A (11/3/2025)

Regulatory assets under management

Total Number of Accounts	189
AUM (Assets Under Management)	$ 150,721,009

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.

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Randall J. Cloud

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

R.J. CLOUD ADVISORS & COMPANY

R.J. CLOUD ADVISORS & COMPANY

THE LEGACY FINANCIAL GROUP, INC.

THE FINANCIAL & BUSINESS RESEARCH CORPORATION

Primary Firm SEC Registration

R.J. CLOUD ADVISORS & COMPANY

State Registrations and Notice Filings

Exams

Series 65

Date: 6/22/2000

Current Firm

R.J. CLOUD ADVISORS & COMPANY

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

R.J. CLOUD ADVISORS & COMPANY

TRUST BUT VERIFY

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