Cypress Capital, LLC

RIASEC RegisteredEst. 2014

Total AUM

$426M

Discretionary

$426M

100% of AUM

Avg account

$275K

Accounts

1,547

Employees

Advisory reps

Firm details

Headquarters: Franklin, Tennessee
CRD number: 171266
Registered since: May 23, 2014
Website: www.cypresscapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
Client types: HNWI56.53%
Individuals41.65%
Corporations / Businesses1.22%
Pension & Profit Sharing Plans0.61%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Cypress Capital, LLC is an independent registered investment adviser organized as an LLC and operating since 2014. The firm serves both individual/family clients and institutional clients and acts as a capital allocator, meaning it places client capital with third‑party managers in addition to managing portfolios directly. Its advisory services include financial planning, portfolio management for individuals and for businesses or institutions, pension consulting, selection of other advisers, and it produces periodic publications or newsletters. Fee arrangements are flexible and include percentage‑of‑AUM billing as well as hourly, subscription, and fixed‑fee engagements. The firm does not identify as an active ESG investor.