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| Cypress Advisory Group LLC
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| CRD # | 172113 |
| SEC # | 801-122455 |
| CIK # | 0002056766 |
| AUM | $123.3 M (2025-05-06) |
| Employees | 8 (38% Investors, 38% Brokers) |
| Phone | 775-322-4500 |
| Address | 6424 E Greenway Parkway Scottsdale, AZ 85254 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002056766 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 7.9 | ||
| TJX Companies Inc /DE/ | 4.3 | ||
| Ross Stores Inc | 3.5 | ||
| Allegion PLC | 3.2 | ||
| VISA Inc | 3.1 | ||
| Lockheed Martin Corp | 3.0 | ||
| Accenture PLC | 3.0 | ||
| Apple Inc | 2.9 | ||
| Cummins Inc | 2.8 | ||
| Hershey Co | 2.5 | ||
| Fiserv Inc | 2.3 | ||
| Rockwell Automation Inc | 2.1 | ||
| Ametek INC/ | 2.1 | ||
| Cisco Systems Inc | 1.8 | ||
| Berkley W R Corp | 1.8 | ||
| Alphabet Inc | 1.8 | ||
| SAP SE | 1.7 | ||
| Amphenol Corp /DE/ | 1.7 | ||
| Cigna Corp | 1.7 | ||
| Check Point Software Technologies Ltd | 1.7 | ||
| Northrop Grumman Corp /DE/ | 1.6 | ||
| Mastercard Inc | 1.6 | ||
| Amazon Com Inc | 1.5 | ||
| Motorola Inc | 1.4 | ||
| Wellpoint Inc | 1.4 | ||
| Adobe Systems Inc | 1.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27 | 19.7 |
| (b) Individuals (high net worth individuals) | 6 | 103.5 |
| (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 | 78 | 123.3 |
| By Discretionary | ||
| Discretionary | 78 | 123.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 78 | 123.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 123.3 | |
| Total | 78 | 123.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002056766] |
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