Sean Sternbach
Cloud Capital Management · Seattle, Washington
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.
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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 FL, WA · CRD 7455409 |
| Exams passed | Series 65 (2023) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.cloudcapital.us |
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Questions about Sean
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.
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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