CRD: 130401
Cypress Capital Management, LLC
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-20-2004
- Office Locations
- 1
Office Locations
About Cypress Capital Management, LLC
Cypress Capital Management is a Wyoming-registered RIA in Sheridan serving business owners and other investors with fee-only, fiduciary advice. The team builds tailored portfolios in-house using individual stocks and bonds, guided by fundamental balance-sheet research, and does not outsource to third-party managers or mutual funds. Client assets are custodied with firms such as Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
MATTHEW MCGREGOR EBZERY
Chief Investment Officer, Managing Member
- CRD
- #5196355
- Ownership
- 75% or more
KRISTIN LOUISE HERBST
ADVISOR, Investment Advisor
- CRD
- #6138571
- Ownership
- 5% but less than 10%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $121,672,219 | $326,199 |
| Non-Discretionary | $0 | -- |
| Total | $121,672,219 | $326,199 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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