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Matthew C
Series 65
Dallas, TX
R.J. Cloud Advisors & Company
Matthew Cloud is a financial advisor at R.J. Cloud Advisors & Company in Dallas, TX, holding a Series 65 designation with one year of industry experience. He also operates MGC Law Firm PLLC as a sole practitioner, focusing on estate planning and general law. His background includes legal practice and academic roles connected to Baylor University. R.J. Cloud Advisors & Company provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and nonprofit organizations, including family office and retirement plan consulting. The firm manages approximately $150.7 million in client assets using a long-term, factor-based investment approach grounded in modern portfolio theory, primarily utilizing mutual funds and ETFs.
Randall C
Series 65
Bixby, OK
R.J. Cloud Advisors & Company
Randall Cloud is a Series 65-licensed financial advisor with 26 years of industry experience. He is currently with R.J. Cloud Advisors & Company, where he has worked since 2017, following prior roles at The Legacy Financial Group, Inc. and The Financial & Business Research Corporation. Outside of advisory work, he owns and operates a CPA firm specializing in income tax preparation. R.J. Cloud Advisors & Company provides investment advisory and financial planning services to individuals, trusts, estates, nonprofits, and corporations. The firm uses an investment approach grounded in modern portfolio theory and risk-factor models, focusing on broad diversification and market efficiency, and integrates affiliated accounting and legal services into its family-office offerings.
Douglas S
Series 65
Bixby, OK
R.J. Cloud Advisors & Company
Douglas Scott is a financial advisor at R.J. Cloud Advisors & Company with 16 years of industry experience. He holds a Series 65 designation and has worked at Legacy Financial Group and R.J. Cloud Advisors & Company since 2014. R.J. Cloud Advisors & Company provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and nonprofit organizations, including family office services and retirement plan consulting. The firm employs a long-term, factor-based investment approach using mutual funds and ETFs, with a focus on strategic asset allocation and risk management.
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