# Sean Sternbach

> Sean Sternbach is a fee-only financial advisor at Cloud Capital Management in Seattle, Washington. Sean 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.

Page: https://find.wellspent.co/advisors/sean-sternbach/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## 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 (firm):** $300.2M across 396 accounts
- **Specialties:** Equity compensation, Founders (pre-exit), Tax planning, Estate & legacy planning, Retirement planning, Small business owners
- **Works with:** Founders, Executives, Tech employees, Pre-retirees
- **CRD:** 7455409 (https://adviserinfo.sec.gov/individual/summary/7455409)
- **SEC registration:** Investment adviser representative in FL, WA
- **Exams passed:** Series 65 (2023)
- **Firm size:** 5 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.cloudcapital.us

## Frequently asked questions

### Is Sean Sternbach a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Sean 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 Sean charge for financial advice?

Sean charges a percentage of assets.

### How much does Sean charge?

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

### Where is Sean Sternbach based?

Sean Sternbach is based in Seattle, Washington.

### What does Sean specialize in?

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

### Is Sean Sternbach registered with the SEC?

Yes. Sean Sternbach is registered as an investment adviser representative in FL and WA (CRD 7455409), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Cloud Capital Management manage?

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

### How do I contact Sean Sternbach?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7455409): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.cloudcapitalmgmt.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.