$426.0M Total AUM
$426.0M Disc. AUM
2.3% 3Y CAGR
12 Employees
674 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Vertex eagleInsight +more
- Established Date
- 05-23-2014
- Office Locations
- 2
Office Locations
436 Main Street Suite 205 Franklin TN
-- Raleigh NC
About Cypress Capital, LLC
Cypress Capital provides risk-mitigation focused asset management delivered via SMAs or model portfolios, plus outsourced CIO support for RIAs seeking a repeatable investment process and practice-management help. The firm also offers proprietary quantitative research—hundreds of market indicators and charts—for advisors and individual investors. Supports retail and institutional relationships; custody includes Schwab.
Team overview
48 AVG AGE
$60.9M AVG AUM / ADVISOR
$632.1K AVG AUM / CLIENT
7.2 yrs AVG TENURE
12 Employees
7 Advisory Reps
8 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Wave Beacon Matrix summit North Catalyst radial Peak
Client Personas
Timber vital
Custodian
Pioneer
Investment Themes
Catalyst summit Prime Unison oak
Investment Vehicles
Meridian north
Services
Delta ember Horizon Horizon harbor Focus bridge Vital Legacy Wave pathway
Technology
North Atlas ember Unison Ember signal
Owner & Executives
M
MICHAEL PRESTON BROOKS
Principal
- CRD
- #4143729
- Ownership
- 50% but less than 75%
(850) 933-8646
glacier.atlas@catalystcapital.com
in linkedin.com/in/eagle-beacon
MARK TOMAS DODSON
--
- CRD
- #3173377
- Ownership
- 50% but less than 75%
(224) 830-2905
wave.element@horizoncapital.com
in linkedin.com/in/ridge-meridian
F
Frontier bridge
Optima vital legacy
- CRD
- #84693
- Ownership
- 29.2%
(397) 674-7518
horizon.vital@vitalcapital.com
in linkedin.com/in/quantum-momentum
Showing 2 of 3 owners & executives
Unlock allContacts
W
WILLIAM RAY BEVINS JR
Private Wealth Manager
- CRD
- #2638266
(718) 697-1883
peak.zenith@radialcapital.com
in linkedin.com/in/ember-momentum
J
JEFFREY DAVID HAYS
Founder
- CRD
- #2247967
(633) 852-1468
eagle.matrix@insightcapital.com
in linkedin.com/in/capital-harbor
C
Crest matrix
Wave fusion unison
- CRD
- #45363
(987) 239-2006
capital.insight@focuscapital.com
in linkedin.com/in/vector-pioneer
Showing 2 of 10 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $426,048,161 | $275,403 |
| Non-Discretionary | $0 | -- |
| Total | $426,048,161 | $275,403 |
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Separately Managed Accounts
Total SMA Asset: $426,048,161
Public Funds:
23.5% Equity - Exchange:
17.5% Cash:
13.3% Other:
20.4% U.S. Government/Agency:
25.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $795,466,516 | 23.5% |
| Equity - Exchange | $592,368,682 | 17.5% |
| Cash | $450,200,198 | 13.3% |
| Other | $690,532,635 | 20.4% |
| U.S. Government/Agency | $856,395,867 | 25.3% |
| Total | $3,384,963,898 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION VECTOR | TIMBER CATALYST | A5JZYG8FU | HFHK | 9.53% | $18,424,810 |
| EAGLE ALPHA | HARBOR FUSION | QGG2KJ3B8 | VKL | 1.30% | $108,731,714 |
| MERIDIAN ALPHA INSIGHT | MATRIX PRIME | F12GLPTQV | KVNCO | 10.06% | $23,341,620 |
| EMBER VECTOR | PRIME TIMBER | IRLYDPTZD | NSGMJ | 5.23% | $79,098,870 |
| FUSION QUANTUM ATLAS | FOCUS VECTOR | CS4Y10O67 | SDDBO | 1.70% | $80,084,782 |
| LEGACY EMBER INSIGHT | CATALYST PEAK | VERMFYS3Z | LGB | 8.73% | $34,985,145 |
| QUANTUM FOUNDATION | LEGACY ZENITH | 9XX46VFQ4 | CJK | 3.05% | $76,684,630 |
| TIMBER OPTIMA | DELTA EAGLE | V3Y6A155I | QHZDR | 1.73% | $77,925,375 |