Cypress Capital, LLC

RIASEC Registered
Total AUM
$426M
Discretionary
$426M
100% of AUM
Avg account
$275K
Accounts
1,547
Employees
12
Advisory reps
10

Firm details

Headquarters
Franklin, Tennessee
CRD number
171266
Registered since
May 23, 2014
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
Client types
  • HNWI56.53%
  • Individuals41.65%
  • Corporations / Businesses1.22%
  • Pension & Profit Sharing Plans0.61%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Cypress Capital, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm is SEC registered (2014) and positions itself as a capital allocator serving both individual/family and institutional clients. Its advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting, manager selection and the publication of periodic newsletters. Fee arrangements are flexible and include asset-based fees, hourly billing, subscription models and fixed fees. Cypress is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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: Public Funds/Mutual Funds 64%, Exchange Traded Equities 28%, Cash & Cash Equivalents 6%, US Government Bonds 1%, Other 1%64%
  • Public Funds/Mutual Funds64%
  • Exchange Traded Equities28%
  • Cash & Cash Equivalents6%
  • US Government Bonds1%
  • Other1%

Owners & executives

1 of 1
  • Laura Brooks

    Chief Compliance OfficerCRD 4100890

Contacts

3 of 9
  • Brett Luther

    Financial AdvisorCRD 5176894

  • Leigh Luther

    Financial AdvisorCRD 4365568

  • Michael Brooks

    Michael Brooks

    PrincipalCRD 4143729

Unlock 6 more contacts →

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 46

Active vs passive

$306M in ETFs

Passive

87%

$265M

Active

2%

$41M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$50M133,70016.35%

Location

Primary office

Franklin, TN

Williamson

Location

Franklin, TN

Headquartered in Franklin, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
Williamson
Address
436 Main St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth