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| Cypress Advisory Group LLC
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| CRD # | 172113 |
| SEC # | 801-122455 |
| CIK # | 0000205676, 0002056766 |
| AUM | 152.7 M (2026-01-22) |
| Employees | 7 (29% Investors, 43% Brokers) |
| Phone | 775-322-4500 |
| Address | 6424 E Greenway Parkway Scottsdale, AZ 85254 |
| Source | [IAPD] [EDGAR] [Website] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 6.0 | ||
| Ross Stores Inc | 5.5 | ||
| TJX Companies Inc /DE/ | 5.1 | ||
| Apple Inc | 4.0 | ||
| Cummins Inc | 3.7 | ||
| Allegion PLC | 3.3 | ||
| Lockheed Martin Corp | 3.3 | ||
| Visa Inc | 3.0 | ||
| Alphabet Inc | 3.0 | ||
| Ametek INC/ | 2.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 3.8 |
| (b) Individuals (high net worth individuals) | 14 | 148.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 86 | 152.7 |
| By Discretionary | ||
| Discretionary | 86 | 152.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 86 | 152.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 152.7 | |
| Total | 86 | 152.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002056766] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
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