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CYPRESS CAPITAL
CYCAP PARTNERS, LLC
CRD 335347 · SEC 801-132708
1415 PIEDMONT DR. E, SUITE 1, TALLAHASSEE, FL, 32308, United States
Phone
850-583-5377
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$143.2M
Discretionary AUM
$143.1M
Team
6 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminarsCHURCH ENDOWMENT
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 232 | $50.7M |
| High net worth individuals | 28 | $65.7M |
| Corporations/business entities | 7 | $16.6M |
States served
GA, TX, FL
All web addresses on file
- https://www.linkedin.com/in/kate-clark-aif%C2%AE-cfp%C2%AE-cpfa-86260018/
- https://www.linkedin.com/in/joshua-clark-0b7a941a6/
- https://www.linkedin.com/in/tyler-mckibbin-0a2b80164/
- https://www.cypress.capital/
- https://www.linkedin.com/company/65337168/admin/dashboard/
- https://www.linkedin.com/in/erinmariemccarty/
Official SEC filing: View on IAPD