CYPRESS CAPITAL MANAGEMENT, LLC
SEC RegisteredCypress Capital Management is a Wealth Management Firm
About the firm
Cypress Capital Management is an independent Registered Investment Advisory firm founded in 2004, offering customized, comprehensive investment strategies to assist clients with money management, tax planning, and estate planning. The firm tailors portfolios using individual stocks and bonds, conducting its own research and analysis without outsourcing to third-party managers.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Money management, tax planning, estate planning, tailored portfolio construction using individual stocks and bonds, fiduciary fee-based advisory services, and risk management.
Who they serve
Diverse clientele including business owners seeking to grow and manage their wealth, as well as clients with investment and retirement goals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 146 | $41M |
| High Net Worth Individuals | 39 | $68M |
| State/Municipal Entities | 6 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 4, 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 MANAGEMENT, 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched