# Taylor Heininger

> Taylor Heininger is a fee-only financial advisor at Cloud Capital Management in El Segundo, California, who holds the CFA credential. Taylor 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/taylor-heininger/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Cloud Capital Management
- **Based in:** El Segundo, California
- **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
- **Credentials:** CFA
- **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:** 6879270 (https://adviserinfo.sec.gov/individual/summary/6879270)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2018)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.cloudcapital.us

## Frequently asked questions

### Is Taylor Heininger a fee-only financial advisor?

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

Taylor charges a percentage of assets.

### How much does Taylor charge?

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

### Where is Taylor Heininger based?

Taylor Heininger is based in El Segundo, California.

### What does Taylor specialize in?

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

### What credentials does Taylor Heininger hold?

Taylor Heininger holds the CFA credential.

### Is Taylor Heininger registered with the SEC?

Yes. Taylor Heininger is registered as an investment adviser representative in CA (CRD 6879270), 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 Taylor Heininger?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6879270): 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.