Overview
Assets Under Management: $122 million
Headquarters: SHERIDAN, WY
High-Net-Worth Clients: 39
Average Client Assets: $1.8 million
Frequently Asked Questions
CYPRESS CAPITAL MANAGEMENT, LLC 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 #130401), CYPRESS CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
CYPRESS CAPITAL MANAGEMENT, LLC is headquartered in SHERIDAN, WY.
CYPRESS CAPITAL MANAGEMENT, LLC serves 39 high-net-worth clients according to their SEC filing dated March 04, 2026. View client details ↓
According to their SEC Form ADV, CYPRESS CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
CYPRESS CAPITAL MANAGEMENT, LLC manages $122 million in client assets according to their SEC filing dated March 04, 2026.
According to their SEC Form ADV, CYPRESS CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.16%
Average Client Assets: $1.8 million
Total Client Accounts: 373
Discretionary Accounts: 373
Regulatory Filings
CRD Number: 130401
Filing ID: 2065495
Last Filing Date: 2026-03-04 16:32:21