R.J. CLOUD ADVISORS & COMPANY
SEC RegisteredA Family Office Experience Designed for Your Life.
About the firm
RJC Load Advisors and Company provides an Integrated Wealth Management Solution to simplify and reduce the complexity surrounding investments, finances, taxes, and estate.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Integrated Wealth Management covering investments, finances, taxes, and estate.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 110 | $34M |
| High Net Worth Individuals | 49 | $137M |
| Charitable Organizations | 1 | $547k |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 to $300,000 | 1.25% |
| $301,000 to $1 million | 1.00% |
| $1,000,001 to $2,500,000 | 0.80% |
| $2,500,001 to $5 million | 0.65% |
| Above $5 million | 0.50% |
Data as of January 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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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. R.J. CLOUD ADVISORS & COMPANY 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 the SEC or FINRA websites before making any decision.