Black Cypress Capital

RIASEC RegisteredEst. 2020
Total AUM
$305M
Discretionary
$145M
48% of AUM
Avg account
$2M
Accounts
154
Employees
4
Advisory reps
1

Firm details

Headquarters
,
CRD number
151100
Registered since
June 19, 2020
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI68.39%
  • Charitable Organizations15.17%
  • Individuals13.07%
  • Corporations / Businesses3.37%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Black Cypress Capital is an SEC-registered limited liability investment adviser that began registration in 2020 and is owned by an individual principal. The firm serves individual and family clients and provides portfolio management for both private individuals/small businesses and for business or institutional accounts. Its fee model combines an asset-based fee with the potential for performance-based compensation. Investment practice centers on liquid public markets rather than ESG-focused mandates; the firm does not identify as an active ESG investor. Black Cypress Capital is not structured as a capital allocator or a multi-state advisory network. Its regulatory and operational posture is lean, reflecting a boutique adviser model focused on discretionary and non-discretionary portfolio management for high-net-worth clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • Alan Hartley

    Alan Hartley

    Founder & CEOCRD 5554735

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 11

Active vs passive

$5.4M in ETFs

Passive

100%

$5.4M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE MSCI EAFE ETF (IEFA)BlackRockPassiveForeign Large Blend$1.5M16,76127.91%

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth