Matthew Cloud
R.J. Cloud Advisors & Company · Bixby, Oklahoma
Matthew Cloud is a fee-only financial advisor at R.J. Cloud Advisors & Company in Bixby, Oklahoma. R.J. Cloud Advisors & Company reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | R.J. Cloud Advisors & Company |
|---|---|
| Based in | Bixby, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $171.3M across 160 accounts |
| SEC registration | Investment adviser representative in OK, TX · CRD 7851755 |
| Exams passed | Series 65 (2024) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | rjcloudadvisorsandcompany.com |
How Matthew's firm compares
- R.J. Cloud Advisors & Company's average account is about $1.1 million, from its Form ADV (assets managed divided by 160 accounts).
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Questions about Matthew
Is Matthew Cloud a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and R.J. Cloud Advisors & Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, R.J. Cloud Advisors & Company, reports charging a percentage of assets on its SEC Form ADV.
Where is Matthew Cloud based?
Matthew Cloud is based in Bixby, Oklahoma.
Is Matthew Cloud registered with the SEC?
Yes. Matthew Cloud is registered as an investment adviser representative in OK and TX (CRD 7851755), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does R.J. Cloud Advisors & Company manage?
R.J. Cloud Advisors & Company reports $171.3M across 160 accounts in assets under management.
How do I contact Matthew Cloud?
Through Matthew's website, rjcloudadvisorsandcompany.com.
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
- 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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