How We Started
We saw what was missing, and did something about it.
Clients with real financial complexity were being handed standard plans. Our team had seen it from inside some of the most respected institutions in wealth management, and they believed a better model was possible. In January 2022, they left. Cloud Capital Management was built from scratch, by design.
By March 2022, the firm had its first client. By 2023, Cloud Capital had grown to SEC registration. Today, the firm serves client families across more than 25 states, with offices in Boca Raton, Irvine, and Seattle.
Meet the Team
Experienced Advisors.
Direct Access.
The advisors at Cloud Capital come from institutional wealth management, venture capital, and entrepreneurship. Several have founded or operated businesses themselves. All of them work directly with clients.
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Taylor Heininger, CFA®
President
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Kory Lackey, AWMA®
Managing Director
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Blake Martin
Managing Director
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Sean Sternbach
Chief Investment Officer
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Hart Williams
Chief Executive Officer
Our Values
Principles We Hold Ourselves To.
How we work with clients, how we make decisions, and how we run the firm.
Honesty
We tell clients what they need to hear, not what is easiest to say. That means direct conversations about risk, realistic outcomes, and costs — even when the answer is not what they were hoping for.
Transparency
Every recommendation comes with a full explanation of the reasoning behind it. You will always know what you own, why you own it, and what it costs.
Accountability
We take ownership of our work. When something needs to change, we say so and act on it. Our clients trust us because we do not hide from hard conversations.
Our Mission
A National Firm Striving
for a Higher Standard.
Cloud Capital Management is a nationwide RIA engineered to deliver sophisticated institutional depth without sacrificing the personalized attention our clients expect. We are committed to growing and staying ahead of the curve, continually improving the quality of work our clients receive, while never compromising the standards that our firm is built upon.
