Cypress Capital, LLC
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
FINTRXOverview
Cypress Capital, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm is SEC registered (2014) and positions itself as a capital allocator serving both individual/family and institutional clients. Its advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting, manager selection and the publication of periodic newsletters. Fee arrangements are flexible and include asset-based fees, hourly billing, subscription models and fixed fees. Cypress is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds64%
- Exchange Traded Equities28%
- Cash & Cash Equivalents6%
- US Government Bonds1%
- Other1%
Owners & executives
1 of 1Laura Brooks
Chief Compliance OfficerCRD 4100890
Contacts
3 of 9Brett Luther
Financial AdvisorCRD 5176894
Leigh Luther
Financial AdvisorCRD 4365568
Michael Brooks
PrincipalCRD 4143729
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$306M in ETFs
87%
$265M
2%
$41M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $50M | 133,700 | 16.35% |
Location
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
Similar firms
Efinancial Alliance, LLC
RIAFranklin, TN
Optivise Advisory Services LLC
RIAFranklin, TN
Valtrion Capital Management, LLC
RIAFranklin, TN
CAP Partners, LLC
RIAFranklin, TN
AGP Franklin, LLC
RIAFranklin, TN
Sagepoint Capital Partners LLC
RIAFranklin, TN