Cypress Asset Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Houston, TX. Its latest Form ADV filing, dated April 1, 2026, reports $456M in regulatory assets under management, 5 employees, and 87 accounts.
Assets Under Management
$456M
Employees
5
Offices
--
Total Clients
87
Primary office
HOUSTON, TX
4550 POST OAK PLACE DRIVE, SUITE 317, HOUSTON, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 67.8% of total clients.
Top client categories% of clientsClients
1
HNWI
67.8%
59
2
Individuals
13.8%
12
3
Corporations
10.3%
9
4
Charitable
8.0%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$456Mas of April 1, 2026
Discretionary100.0%
$456M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$456M
Total Accounts87
10Y AUM Change$-90M (-16.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee17:1
10Y Employee Change-1 (-16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.