Wealth manager, wrap-program sponsor · Tallahassee, FL
Cypress Capital
Cycap Partners, LLC · SEC-registered investment adviser · CRD 335347 · SEC 801-132708
At a glance
Cypress Capital is an SEC-registered investment adviser based in Tallahassee, Florida, with $143 million in regulatory assets under management as of its Form ADV filed March 26, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 260 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 7,059th of 8,915 wealth managers and 13,912th of 17,210 SEC-registered advisers by assets.
Main office 850-583-5377cypress.capitalLinkedInAs filed on Form ADV
- Regulatory AUM
- $143M
- Rank among wealth managers
- #7,059 of 8,915
- Rank among all SEC RIAs
- #13,912 of 17,210
- Rank in Florida
- #870 of 1,090
- Individual clients
- 260
- High-net-worth clients
- 28
- Accounts
- 484
- Discretionary
- 100% of AUM
- Employees
- 6
- Advisory staff
- 2
- Offices
- 1
Owners and executives on its Form ADV
- Mary K. ClarkChief Compliance Officer
- Erin M McCartyMember
Custody and brokerage
Broker-dealer
Hybrid RIA
Cypress Capital is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names LPL Financial, an unaffiliated broker-dealer, as the broker-dealer its advisers are registered with.
professionals for implementation purposes, including certain of the Registrant’s representatives in their individual capacities as registered representatives of LPL Financial (“LPL”) and/or in their capacities as licensed insurance agents.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 28 | $66M | 46% |
| Individuals | 232 | $51M | 35% |
| Corporations or other businesses | 7 | $17M | 12% |
| Other | 14 | $8M | 6% |
| Charitable organizations | – | $1M | <1% |
| Pension and profit sharing plans | – | $1M | <1% |
Disciplinary disclosures
Cypress Capital reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Educational seminars and workshops
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗cypress.capital ↗
AtlasMembers
The full record on Cypress Capital
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 5,273 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Cypress Capital manage?
Cypress Capital reports $143 million in regulatory assets under management across 484 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 26, 2026.
What kind of firm is Cypress Capital?
Cypress Capital is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Cypress Capital’s clients?
By assets, its largest client types are high-net-worth individuals ($66 million, 28 clients); individuals ($51 million, 232 clients); corporations or other businesses ($17 million, 7 clients).
Does Cypress Capital have any disciplinary history?
Cypress Capital reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Cypress Capital’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-26), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →