TALLAHASSEE, FLCRD 335347Latest ADV March 26, 2026
Cypress Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tallahassee, FL. Its latest Form ADV filing, dated March 26, 2026, reports $143M in regulatory assets under management, 6 employees, and 484 accounts.
Assets Under Management
$143M
Employees
6
Offices
--
Total Clients
281
Primary office
TALLAHASSEE, FL
1415 PIEDMONT DR. E, SUITE 1, TALLAHASSEE, FL, United States
Top client segmentIndividuals represent 82.6% of total clients.
Top client categories% of clientsClients
1
Individuals
82.6%
232
2
HNWI
10.0%
28
3
Irrevocable Trusts/Estates
5.0%
14
4
Corporations
2.5%
7
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$143Mas of March 26, 2026
Discretionary99.9%
$143M
100% of total RAUM99.9%
Non-discretionary0.1%
$125K
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$143M
Total Accounts484
10Y AUM Change+$25M (+21.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee47:1
10Y Employee Change0 (0.0%)
* 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.