A complete list of active advisors currently associated with McCloud Advisory Services LLC

Warmer can help you find a great advisor at McCloud Advisory Services LLC or one who fits your needs even better.

McLoud Advisory Services provides investment advisory services primarily by referring clients to third‑party investment managers and by producing general educational newsletters and public workshops. The firm serves individual clients (including high‑net‑worth individuals) and business entities, and its newsletters and workshops are offered on an impersonal basis. The firm does not manage client portfolios directly; recommended third‑party managers assume discretionary authority for trading and account implementation. Instead of charging percentage‑of‑assets fees, the firm is compensated via solicitor/referral fees from third‑party managers, a structure that limits recommendations to managers that agree to pay referral compensation and creates a potential conflict of interest. Noteworthy features include the firm’s provision of free educational newsletters and workshops—services that are relatively uncommon among similar independent advisers—and its recent registration with no assets under management reported. The firm’s principal also conducts insurance activities and may receive commissions for insurance sales, and the adviser itself does not take custody, exercise trading discretion, or vote client proxies, leaving those functions to third‑party managers and custodians.

To learn more about the advisors currently working at McCloud Advisory Services LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.