Fee-only adviser · Bixby, OK
R.j. Cloud Advisors & Company
R.j. Cloud Advisors & Company is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Bixby, Oklahoma. On its latest Form ADV, filed January 26, 2026, it reports $171M in regulatory assets under management, 159 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 289371 · SEC file 801-126159 |
| Office | 6630 E 121st Street Suite 101 Bixby, OK 74008 |
| Phone | (918) 949-9713 |
| Website | rjcloudadvisorsandcompany.com |
| Regulatory assets under management | $171M ($171M discretionary) |
| Individual clients | 110 non-high-net-worth, 49 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | January 26, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Nearby
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