Kory C. Lackey

CLOUD CAPITAL

Seattle, WA 98104

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CRD#: 4603900

Professional summary

Kory Christiaan Lackey is a registered financial advisor currently at CLOUD CAPITAL located in Seattle, Washington.

Kory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Kory has worked at 6 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Kory Christiaan Lackey'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

April 12, 2024 - Present

CLOUD CAPITAL

Office #1: 450 Alaskan Way S Suite 200, Seattle, WA 98104

RIA

CRD#: 317325

Seattle, WA

Past

February 20, 2023 - July 7, 2023

CORIENT

RIA

CRD#: 319448

SEATTLE, WA

Past

May 13, 2015 - July 7, 2023

COLUMBIA PACIFIC WEALTH MANAGEMENT

RIA

CRD#: 156225

SEATTLE, WA

Past

August 3, 2006 - May 1, 2015

KIBBLE & PRENTICE HOLDING COMPANY

RIA

CRD#: 127672

SEATTLE, WA

Past

February 10, 2003 - May 29, 2003

ELLIOTT COVE CAPITAL MANAGEMENT

RIA

CRD#: 123636

SEATTLE, WA

Past

October 29, 2002 - January 24, 2003

ECONOMIC INVESTMENT ADVISORS, INC.

RIA

CRD#: 120916

SEATTLE, WA

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".

CLOUD CAPITAL

CLOUD CAPITAL | CLOUD CAPITAL, LLC | CLOUD CAPITAL MANAGEMENT, LLC

CRD#: 317325 / SEC#: 801-128329

RIA

Registered Investment Advisory firm - (8/15/2023 Approved)

Washington

Registered Investment Advisory firm - (9/28/2023 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

Washington
(4/12/2024)

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: 7/28/2006

Uniform Investment Adviser Law Examination

Current Firm

CLOUD CAPITAL

CLOUD CAPITAL | CLOUD CAPITAL, LLC | CLOUD CAPITAL MANAGEMENT, LLC

CRD#: 317325 / SEC#: 801-128329

RIA

Registered Investment Advisory firm - (8/15/2023 Approved)

Washington

Registered Investment Advisory firm - (9/28/2023 Terminated)

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Contact information

Main Address

450 Alaskan Way S Suite 200, Seattle, WA 98104

Mailing Address

Phone number

(800) 795-4303

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (9/22/2025)

Regulatory assets under management

Total Number of Accounts	230
AUM (Assets Under Management)	$ 189,895,038

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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Kory C. Lackey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kory Christiaan Lackey's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLOUD CAPITAL

CORIENT

COLUMBIA PACIFIC WEALTH MANAGEMENT

KIBBLE & PRENTICE HOLDING COMPANY

ELLIOTT COVE CAPITAL MANAGEMENT

ECONOMIC INVESTMENT ADVISORS, INC.

Primary Firm SEC Registration

CLOUD CAPITAL

State Registrations and Notice Filings

Exams

Series 65

Date: 7/28/2006

Current Firm

CLOUD CAPITAL

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CLOUD CAPITAL

TRUST BUT VERIFY

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