Dale Littleton Cloud Jr
Investment Adviser Representative at Turtle Creek Wealth Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Dale Littleton Cloud is an investment adviser representative with Turtle Creek Wealth Advisors, LLC in Austin, TX, where they have been registered since 2023. They have worked in the securities industry since 2009 and have been registered with 5 firms, including Texas Capital BANK Private Wealth Advisors and Raymond James Financial Services Advisors, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Raymond James Financial Services, Inc.Jan 2015 – Dec 2018Austin, TX
- Texas Capital BANKJan 2015 – Jun 2022Austin, TX
- Raymond James Financial Services Advisors Inc.Feb 2015 – Dec 2018Austin, TX
- Chalice Capital Partners, LLCJan 2019 – Jun 2022San Diego, CA
- Texas Capital BANK Private Wealth AdvisorsJan 2019 – Jun 2022Austin, TX
- Turtle Creek Wealth Advisors, LLCJul 2022 – no end date reportedDallas, TX
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Turtle Creek Wealth Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Performance-based fees
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Estate planning and family governance, tax planning, portfolio design and investment management, private investments (private equity, private debt, private real estate, hedge funds, and proprietary private investments), philanthropy and concierge services, private banking, risk management, trust services, and full family office services.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 18
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Dallas, TX
- SEC file number:
- 801-127123
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 5, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Dale Littleton Cloud Jr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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