CYPRESS CAPITAL, LLC

RIASEC RegisteredEst. 2014
Total AUM
$426M
Discretionary
$426M
100% of AUM
Avg account
$275K
Accounts
1,547
Employees
12
Advisory reps
10

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, SEC-registered registered investment adviser formed in 2014 and owned by an individual principal. The firm acts as a capital allocator for both private clients and institutional accounts, providing financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, manager selection and even publishing periodic investment commentary. Fee arrangements are flexible and include AUM-based fees as well as hourly, subscription and fixed-fee engagements. Cypress is not positioned as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 64%, Exchange Traded Equities 28%, Cash & Cash Equivalents 6%, US Government Bonds 1%, Other 1%64%
  • Public Funds/Mutual Funds64%
  • Exchange Traded Equities28%
  • Cash & Cash Equivalents6%
  • US Government Bonds1%
  • Other1%

Owners & executives

1 of 1

  • LAURA BROOKS

    Chief Compliance OfficerCRD 4100890

Contacts

3 of 9

  • BRETT LUTHER

    Financial AdvisorCRD 5176894

  • KEITH HAYS

    OwnerCRD 1418497

  • WILLIAM BEVINS

    Private Wealth ManagerCRD 2638266

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 37

Active vs passive

$289M in ETFs

Passive

87%

$250M

Active

1%

$39.1M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$44.4M138,49415.35%
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Location

Primary office

FRANKLIN, TN

WILLIAMSON

Location

FRANKLIN, TN

Headquartered in FRANKLIN, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
WILLIAMSON
Address
436 Main St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth