Overview
Assets Under Management: $143 million
Headquarters: TALLAHASSEE, FL
High-Net-Worth Clients: 28
Average Client Assets: $2.3 million
Frequently Asked Questions
CYPRESS CAPITAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #335347), CYPRESS CAPITAL is subject to fiduciary duty under federal law.
CYPRESS CAPITAL is headquartered in TALLAHASSEE, FL.
CYPRESS CAPITAL serves 28 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, CYPRESS CAPITAL offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
CYPRESS CAPITAL manages $143 million in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, CYPRESS CAPITAL serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.89%
Average Client Assets: $2.3 million
Total Client Accounts: 484
Discretionary Accounts: 483
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 335347
Filing ID: 2083732
Last Filing Date: 2026-03-26 13:01:20