C
CRD: 335347
Cypress Capital
Tallahassee, FL, 32308
8505835377
$143.2M Total AUM
$143.1M Disc. AUM
-- 3Y CAGR
6 Employees
283 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Betterment · Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-05-2025
- Office Locations
- 1
Office Locations
1415 Piedmont Dr. E Suite 1 Tallahassee FL
About Cypress Capital
Cypress Capital is a Tallahassee-based RIA. The firm has been operating for 1 years. Managing $143.2M in total assets under management, with 2 advisory representatives. They custody assets with Betterment and Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
27 AVG AGE
$71.6M AVG AUM / ADVISOR
$506.0K AVG AUM / CLIENT
1 yrs AVG TENURE
6 Employees
2 Advisory Reps
4 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Foundation peak Signal radial Delta Crest Capital
Investment Themes
Timber pioneer Summit ridge Pathway
Investment Vehicles
Beacon radial Element value Fusion insight
Services
Crest zenith Fusion summit Value prime Prime ember Legacy vector Vector meridian
Owner & Executives
MARY KATHRYN CLARK
Chief Compliance Officer
- CRD
- #5404074
- Ownership
- 50% but less than 75%
(678) 785-9337
foundation.delta@fusioncapital.com
in linkedin.com/in/catalyst-legacy
Erin M McCarty
--
- CRD
- #6720733
- Ownership
- 50% but less than 75%
(686) 806-8318
unison.delta@vectorcapital.com
in linkedin.com/in/summit-value
Showing 2 of 2 owners & executives
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Nathaniel Thomas Blanco
Consultant
- CRD
- #7713577
(824) 476-4151
zenith.vertex@signalcapital.com
in linkedin.com/in/momentum-prime
Tyler J McKibbin
Director of Client Services
- CRD
- #7703527
(681) 227-5507
peak.frontier@bridgecapital.com
in linkedin.com/in/alpha-prime
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $143,079,630 | $296,231 |
| Non-Discretionary | $125,208 | $125,208 |
| Total | $143,204,838 | $295,878 |
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Separately Managed Accounts
Total SMA Asset: $143,204,838
Public Funds:
29.8% Equity - Exchange:
36.2% Cash:
14.1% Other:
19.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,542,227,881 | 29.8% |
| Equity - Exchange | $1,873,444,607 | 36.2% |
| Cash | $729,711,850 | 14.1% |
| Other | $1,029,877,006 | 19.9% |
| Total | $5,175,261,344 | 100.0% |