CYPRESS STONE CAPITAL LLC

Overview

Cypress Stone Capital LLC is a small, client-focused registered investment adviser that concentrates on discretionary portfolio management for individuals and small businesses. The firm operates under a percentage-of-AUM fee model and shows a clear preference for liquid equity exposure, allocating the majority of client assets to exchange-traded equities. It is organized as a limited liability company with an individual owner and serves individual and family clients rather than institutional pension or plan sponsors. The firm does not position itself as an active ESG investor and manages accounts primarily within a single-state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices