CYPRESS CAPITAL, LLC
SEC RegisteredData-driven historically informed research with a focus on managing risk across the market cycle
About the firm
Cypress Capital offers asset management, financial markets research, and OCIO services. Their approach prioritizes risk mitigation and managing investor behavior, delivered through separately managed accounts, model delivery, and outsourced investment officer services for advisors.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Asset management (separately managed accounts and model delivery), proprietary quantitative research and market indicators for advisors and individual investors, and outsourced CIO services including custom portfolio solutions and practice management for advisors.
Who they serve
Advisors and individual investors, including successful advisors pursuing growth
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 550 | $177M |
| High Net Worth Individuals | 107 | $241M |
11 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
Data as of March 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CYPRESS CAPITAL, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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