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CYPRESS CAPITAL, LLC

436 Main Street
Suite 205
Franklin, Tennessee 37064
Tel: 615-467-6075

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About CYPRESS CAPITAL, LLC

CYPRESS CAPITAL, LLC, formally registered with the SEC as CYPRESS CAPITAL, LLC. The firm was established in 05/23/2014. They have over 2 offices throughout the country.

CYPRESS CAPITAL, LLC is a Franklin, Tennessee based Financial Planning firm with nearly $413,509,631 assets under management, offering retirement planning & investment advisory services to 1534 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#171266
SEC#801-79771
Assets Managed by Firm$413,509,631
No. of Clients1534
No. of Advisors12

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Subscription fees
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Other (SERVE AS SUB-ADVISER, PROVIDE MODEL PORTFOLIOS)

Firm Client Information

No. of ClientsAUM
Firm Total1534$413,509,631
Individuals (other than high net worth individuals)592$187,167,928
High net worth individuals96$208,142,671
Pension and profit sharing plansFewer than 5 clients$2,227,749
Corporations or other businesses8$15,971,283

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