Don P. Cloud

CLOUD INVESTMENTS

Huntsville, AL 35801

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CRD#: 5362093

Professional summary

Don Paul Cloud is a registered financial advisor currently at CLOUD INVESTMENTS, LLC located in Huntsville, Alabama.

Don is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Don has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

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.

CLOUD PROPERTIES; BROWNSBORO, AL 35741. INVESTMENT RELATED. OWNER OF RENTAL PROPERTY/PROPERTY MANAGER. START DATE 01/2009. LESS THAN 1% OF TIME IS SPENT ON THIS BUSINESS. CLOUD FINANCIAL, INC.; HUNTSVILLE, AL. THIS IS INVESTMENT RELATED. THE NATURE OF THE BUSINESS IS FIXED INSURANCE PRODUCTS. I AM THE OWNER OF THE BUSINESS. IT WAS STARTED IN 1-1-06. I DEVOTE APPROXIMATELY FORTY-FIVE HOURS A MONTH TO IT. MY DUTIES ARE TO SOLICIT INSURANCE CLIENTS AND PRODUCTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Don Paul 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

January 29, 2016 - Present

CLOUD INVESTMENTS, LLC

Office #1: 200 Clinton Ave Suite 1020, Huntsville, AL 35801

RIA

CRD#: 281915

Huntsville, AL

Past

March 24, 2015 - January 14, 2016

VANN EQUITY MANAGEMENT LLC

RIA

CRD#: 174239

HUNTSVILLE, AL

Past

January 3, 2012 - December 13, 2014

STALWART CAPITAL, LLC

CRD#: 149882

HUNTSVILLE, AL

Past

February 23, 2010 - August 1, 2011

STALWART CAPITAL, LLC

CRD#: 149882

HUNTSVILLE, AL

Past

February 21, 2008 - March 23, 2015

HORTER INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 119880

HUNTSVILLE, AL

Past

December 10, 2007 - February 14, 2008

CROWN CAPITAL SECURITIES, L.P.

RIA

CRD#: 6312

BIRMINGHAM, AL

Past

July 23, 2007 - February 14, 2008

CROWN CAPITAL SECURITIES, L.P.

CRD#: 6312

BIRMINGHAM, AL

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 INVESTMENTS, LLC

CRD#: 281915 / SEC#: 801-112434

RIA

Registered Investment Advisory firm - (2/12/2018 Approved)

Alabama

Registered Investment Advisory firm - (2/13/2018 Terminated)

Texas

Registered Investment Advisory firm - (2/13/2018 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

Alabama
(1/29/2016)

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 66

Date: 9/7/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/13/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/21/2007

General Securities Representative Examination

Current Firm

CLOUD INVESTMENTS, LLC

CRD#: 281915 / SEC#: 801-112434

RIA

Registered Investment Advisory firm - (2/12/2018 Approved)

Alabama

Registered Investment Advisory firm - (2/13/2018 Terminated)

Texas

Registered Investment Advisory firm - (2/13/2018 Terminated)

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Contact information

Main Address

200 Clinton Ave Suite 1020, Huntsville, AL 35801

Mailing Address

Phone number

(256) 715-0094

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A&B (10/16/2025)

Regulatory assets under management

Total Number of Accounts	1,562
AUM (Assets Under Management)	$ 343,763,348

Red Flags

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

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Firm Stability Insights

Don P. Cloud

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Don Paul Cloud's CRS (Customer Relationship Summary).

Certified licenses

Experience

VANN EQUITY MANAGEMENT LLC

STALWART CAPITAL, LLC

STALWART CAPITAL, LLC

HORTER INVESTMENT MANAGEMENT, LLC

CROWN CAPITAL SECURITIES, L.P.

CROWN CAPITAL SECURITIES, L.P.

Primary Firm SEC Registration

CLOUD INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/7/2007

SIE

Date: 12/13/2014

Series 7

Date: 7/21/2007

Current Firm

CLOUD INVESTMENTS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CLOUD INVESTMENTS, LLC

TRUST BUT VERIFY

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