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Advisor

Blake Martin

Cloud Capital Management · Seattle, Washington

Blake Martin is a fee-only financial advisor at Cloud Capital Management in Seattle, Washington. Blake charges a percentage of assets (typically works with clients with $3,000,000 or more) and focuses on equity compensation, founders (pre-exit) and tax planning.

Percentage of assets Fee-only

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Specialties

Who they serve

  • Founders
  • Executives
  • Tech employees
  • Pre-retirees

Facts

FirmCloud Capital Management
Based in Seattle, Washington
Fee modelPercentage of assets
Fees (firm's website)Typically works with clients with $3,000,000 or more
Assets under management$300.2M across 396 accounts
SEC registration Investment adviser representative in CA · CRD 7881327
Exams passedSeries 65 (2024)
Firm size5 employees
Disclosures None reported
Websitewww.cloudcapital.us

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Questions about Blake

Is Blake Martin a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Blake holds no broker registration, and Cloud Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Blake charge for financial advice?

Blake charges a percentage of assets.

How much does Blake charge?

According to Cloud Capital Management's website, checked October 30, 2026: typically works with clients with $3,000,000 or more.

Where is Blake Martin based?

Blake Martin is based in Seattle, Washington.

What does Blake specialize in?

Blake's specialties include equity compensation, founders (pre-exit), tax planning, estate & legacy planning, retirement planning and small business owners. Blake works with founders, executives, tech employees and pre-retirees.

Is Blake Martin registered with the SEC?

Yes. Blake Martin is registered as an investment adviser representative in CA (CRD 7881327), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Cloud Capital Management manage?

Cloud Capital Management reports $300.2M across 396 accounts in assets under management.

How do I contact Blake Martin?

Through Blake's website, www.cloudcapital.us.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

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