James Hunter Cloud

Employer firm

Savvy CRD 318493

$5.00B regulatory AUM 265 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers
Periodicals / newsletters
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Savvy

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

Current Registrations

Authority	Category	Status	Date
KY	RA	APPROVED	2026-03-02
TX	RA	APPROVED	2026-03-02

KY RA
APPROVED

Since 2026-03-02
TX RA
APPROVED

Since 2026-03-02

Branch Locations

Dayton, KY • United States

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Mariner Wealth Advisors	Cincinnati	OH	10/2020	02/2026
Mariner Wealth Advisors	Cincinnati	KS	10/2019	10/2020
Rfh Cpa'S, Pllc	Lexington	KY	09/2016	10/2019
Unemployed	Lexington	KY	10/2010	09/2016
Savvy	Dayton	KY	02/2026	Present

10/2020 → 02/2026

Mariner Wealth Advisors

Cincinnati, OH
10/2019 → 10/2020

Mariner Wealth Advisors

Cincinnati, KS
09/2016 → 10/2019

Rfh Cpa'S, Pllc

Lexington, KY
10/2010 → 09/2016

Unemployed

Lexington, KY
02/2026 → Present

Savvy

Dayton, KY

Previous Registrations

2020-10-29 → 2026-02-24

Mariner

Cincinnati, OH

Other Businesses

The Roaring Brook Foundation, Inc.; not investment-related; Lexington, KY; non-profit organization serving children in the community; Board Member and Treasurer; start date 12/1/2021; 4 hours per month, 2 hours during trading hours.