Cypress Capital Group
Firm details
- Headquarters
- Palm Beach, Florida
- CRD number
- 121923
- Registered since
- October 1, 2025
- Website
- www.cypresscapgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI97.13%
- Individuals2.22%
- Corporations / Businesses0.65%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Cypress Capital Group is a Florida-based corporate RIA that operates as a non-independent retail advisor and a capital allocator. The firm is registered with the SEC (registered in 2003) and serves both individual/family and institutional clients on a percentage-of-AUM fee basis. Its advisory services include portfolio management for individuals and small businesses, portfolio management for institutions, and selection of other advisers. Cypress does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities72%
- Cash & Cash Equivalents10%
- Investment Grade Corp Bonds8%
- Public Funds/Mutual Funds7%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 110Active vs passive
$239M in ETFs
92%
$219M
6%
$19.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $24.7M | 32,248 | 10.32% |
Location
Palm Beach, FL
Palm Beach
Location
Palm Beach, FL
Headquartered in Palm Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 251 Royal Palm Way
- Time zone
- ET (UTC-5)
- Office locations
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