C
CRD: 314764
Cypress Stone Capital LLC
$8.8M Total AUM
$8.8M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-16-2021
- Office Locations
- 1
Office Locations
9040 Town Center Parkway Lakewood Ranch FL
About Cypress Stone Capital LLC
Cypress Stone Capital is a fee-only RIA providing customized, risk-managed portfolio management for retail investors, focused on helping clients navigate changing markets while aiming to grow and protect capital. Portfolios are largely ETF- and public-fund based and can be custodied at Charles Schwab.
Team overview
-- AVG AGE
$8.8M AVG AUM / ADVISOR
$550.4K AVG AUM / CLIENT
5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
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Custodian
Available
Investment Themes
Available
Services
Available
Technology
Available
Owner & Executives
ERIC JOHN KUCHERA
Chief Compliance Officer, President
- CRD
- #3091040
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,805,865 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,805,865 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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