Cypress Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Franklin, TN. Its latest Form ADV filing, dated March 18, 2026, reports $426M in regulatory assets under management, 12 employees, 1 office, and 1,547 accounts.
Assets Under Management
$426M
Employees
12
Offices
1 office
Total Clients
663
Primary office
FRANKLIN, TN
436 MAIN STREET, SUITE 205, FRANKLIN, TN, United States
Top client segmentIndividuals represent 83.0% of total clients.
Top client categories% of clientsClients
1
Individuals
83.0%
550
2
HNWI
16.1%
107
3
Corporations
0.9%
6
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$426Mas of March 18, 2026
Discretionary100.0%
$426M
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.
Total AUM$426M
Total Accounts1,547
10Y AUM Change+$338M (+381.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee55:1
10Y Employee Change+7 (+140.0%)
* 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.