CRD: 304657
Blue Cypress Wealth Management, LLC
$14.8M Total AUM
$14.8M Disc. AUM
-- 3Y CAGR
2 Employees
60 ADV. Clients
6 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- SSG
- Clients
- Retail
- Platforms
- Unison meridianRadial
- Established Date
- 07-17-2019
- Office Locations
- 1
Office Locations
-- Baton Rouge LA
About Blue Cypress Wealth Management, LLC
Blue Cypress Wealth Management, LLC is a Baton Rouge, LA RIA focused on risk management, offering financial planning and portfolio construction alongside tax/estate and insurance planning and business succession support. Portfolios are implemented primarily with ETFs (plus mutual funds/public funds and cash), with an emphasis on serving entrepreneurs; the firm appears to custody on Altruist.
Team overview
28 AVG AGE
$7.4M AVG AUM / ADVISOR
$245.8K AVG AUM / CLIENT
5.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Foundation Value Vertex Beacon frontier
Client Personas
Oak
Custodian
Vertex Momentum vector Optima delta
Investment Themes
Quantum alpha
Investment Vehicles
Pioneer matrix Legacy
Services
Wave harbor North eagle Glacier Eagle Alpha north Peak quantum Beacon capital Momentum Eagle glacier
Technology
Eagle wave Oak meridian
Owner & Executives
Richard Francis Chautin
Owner
- CRD
- #6789698
- Ownership
- 50% but less than 75%
(633) 946-9396
atlas.timber@northcapital.com
in linkedin.com/in/vital-catalyst
Dexter Andrew Gary
Owner
- CRD
- #6808191
- Ownership
- 50% but less than 75%
(468) 426-8856
momentum.vector@deltacapital.com
in linkedin.com/in/radial-capital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,750,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,750,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,750,000
Equity - Exchange:
9.4% Cash:
34.1% Public Funds:
20.2% U.S. Government/Agency:
36.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $426,274,389 | 9.4% |
| Cash | $1,546,378,370 | 34.1% |
| Public Funds | $916,036,454 | 20.2% |
| U.S. Government/Agency | $1,646,144,716 | 36.3% |
| Total | $4,534,833,929 | 100.0% |