Boca Raton, FL Office

Cloud Capital Management serves individuals, families, trusts, estates, charitable organizations and business entities, offering discretionary investment management alongside standalone financial consulting and due‑diligence services. The SEC‑registered, fiduciary adviser manages roughly $300 million for about 130 client relationships through a six‑advisor team and maintains a stated household minimum for AUM relationships.

The firm constructs and monitors portfolios using a broad set of securities and third‑party managers, applying quantitative and qualitative analysis, modern portfolio theory and model‑based trading to guide allocations, rebalancing and execution. Custody is typically maintained at major custodians and trading is often executed through investment models that can aggregate transactions; the brochure also notes the firm may recommend outside managers and sub‑advisors when appropriate.

Cloud Capital’s brochure highlights several activities that are less common among comparable team firms: it includes a section addressing performance‑based fee arrangements, and its Financial Consulting practice explicitly covers due diligence, structuring models and reporting templates for private placements, venture capital, private equity, hedge funds and reviews of outside managers—services consistent with acting as a fund sponsor/syndicator or advising pooled investment vehicles. The firm also reports certain custody arrangements tied to standing limited powers of attorney and discloses procedures for personal trading and conflicts, which may be relevant for clients considering private or pooled investments.