RIA Intel›Advisers›New Mexico›CLOAK AND COMPANY INVESTMENT ADVISORS, LLC

CLOAK AND COMPANY INVESTMENT ADVISORS, LLC

Advisory

ALBUQUERQUE, NM

Data as of May 18, 2026 · Source: SEC Form ADV

Rank in NM
#57
of 61 advisers by AUM
Average account
$396K
across 91 accounts
AUM per adviser
$36M
1 advisers

Source: SEC Form ADV. Figures as filed May 18, 2026.

Total AUM
$36M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$36M
Discretionary AUM$36M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients73
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNM, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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