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CYPRESS CAPITAL, LLC
CRD 171266 · SEC 801-79771
436 MAIN STREET, SUITE 205, FRANKLIN, TN, 37064, United States
Phone
615-467-6075
Fax
877-632-4317
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$426.0M
Discretionary AUM
$426.0M
Team
12 total employees; 7 advisory reps; 11 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsSERVE AS SUB-ADVISER, PROVIDE MODEL PORTFOLIOS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 550 | $177.4M |
| High net worth individuals | 107 | $240.8M |
| Corporations/business entities | 6 | $5.2M |
States served
AL, AR, CA, GA, IL, KS, LA, MD, MI, NY, NC, OR, PA, SC, TN, VA, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD