M
McCloud Advisory Services LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
25
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
25
TypicalAverage account size
$0
About
McLoud Advisory Services provides investment advisory services primarily by referring clients to third‑party investment managers and by producing general educational newsletters and public workshops. The firm serves individual clients (including high‑net‑worth individuals) and business entities, and its newsletters and workshops are offered on an impersonal basis.
The firm does not manage client portfolios directly; recommended third‑party managers assume discretionary authority for trading and account implementation. Instead of charging percentage‑of‑assets fees, the firm is compensated via solicitor/referral fees from third‑party managers, a structure that limits recommendations to managers that agree to pay referral compensation and creates a potential conflict of interest.
Noteworthy features include the firm’s provision of free educational newsletters and workshops—services that are relatively uncommon among similar independent advisers—and its recent registration with no assets under management reported. The firm’s principal also conducts insurance activities and may receive commissions for insurance sales, and the adviser itself does not take custody, exercise trading discretion, or vote client proxies, leaving those functions to third‑party managers and custodians.
Client services
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
Active portfolio management
Fee options
Fees are charged and collected by third-party managers; McLoud receives a portion of those fees as solicitor fees. Specific fee amounts vary by third-party manager and are disclosed in their brochures.
Most active in
McCloud Advisory Services LLC has reported serving >5 clients in these states in the last 12 months.
Oklahoma
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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