Hart Williams
Cloud Capital Management · Seattle, Washington
Hart Williams is a fee-only financial advisor at Cloud Capital Management in Seattle, Washington. Hart 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.
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Specialties
Who they serve
- Founders
- Executives
- Tech employees
- Pre-retirees
Facts
| Firm | Cloud Capital Management |
|---|---|
| Based in | Seattle, Washington |
| Fee model | Percentage 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 TX, WA · CRD 6895310 |
| Exams passed | Series 63 (2018) · Series 65 (2021) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.cloudcapital.us |
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Questions about Hart
Is Hart Williams a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Hart 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 Hart charge for financial advice?
Hart charges a percentage of assets.
How much does Hart charge?
According to Cloud Capital Management's website, checked October 30, 2026: typically works with clients with $3,000,000 or more.
Where is Hart Williams based?
Hart Williams is based in Seattle, Washington.
What does Hart specialize in?
Hart's specialties include equity compensation, founders (pre-exit), tax planning, estate & legacy planning, retirement planning and small business owners. Hart works with founders, executives, tech employees and pre-retirees.
Is Hart Williams registered with the SEC?
Yes. Hart Williams is registered as an investment adviser representative in TX and WA (CRD 6895310), 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 Hart Williams?
Through Hart's website, www.cloudcapital.us.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Cloud Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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