Germi L. Cloud

CLOUD INVESTMENTS

Huntsville, AL 35801

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CRD#: 5832146

Professional summary

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

Germi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Germi has worked at 3 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 Germi Lamar 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 6, 2016 - Present

CLOUD INVESTMENTS, LLC

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

RIA

CRD#: 281915

Huntsville, AL

Past

March 24, 2015 - June 6, 2016

VANN EQUITY MANAGEMENT LLC

RIA

CRD#: 174239

HUNTSVILLE, FL

Past

August 11, 2010 - March 23, 2015

HORTER INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 119880

HUNTSVILLE, 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
(6/6/2016)

IAR

Texas
(3/5/2019)

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: 7/19/2010

Uniform Investment Adviser Law 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 (2/12/2026)

Regulatory assets under management

Total Number of Accounts	1,749
AUM (Assets Under Management)	$ 404,025,477

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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Germi L. Cloud

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Germi Lamar Cloud's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLOUD INVESTMENTS, LLC

VANN EQUITY MANAGEMENT LLC

HORTER INVESTMENT MANAGEMENT, LLC

Primary Firm SEC Registration

CLOUD INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/19/2010

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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