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| Cypress Capital LLC
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| CRD # | 171266 |
| SEC # | 801-79771 |
| CIK # | 0001341748, 0001729939, 0001964277, 0001140468, 0001633896, 0001964276 |
| AUM | $413.5 M (2025-06-19) |
| Employees | 12 (58% Investors, 0% Brokers) |
| Phone | 615-467-6075 |
| Address | 436 Main Street Franklin, TN 37064 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 40.8 | ||
| Lilly Eli & Co | 40.6 | ||
| Microsoft Corp | 36.0 | ||
| VISA Inc | 24.9 | ||
| J P Morgan Chase & Co | 21.1 | ||
| AbbVie Inc | 20.1 | ||
| Nvidia Corp | 19.2 | ||
| iShares Comex Gold Trust | 16.3 | ||
| Amazon Com Inc | 15.9 | ||
| Lockheed Martin Corp | 15.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 592 | 187.2 |
| (b) Individuals (high net worth individuals) | 96 | 208.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 16.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,534 | 413.5 |
| By Discretionary | ||
| Discretionary | 1,534 | 413.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,534 | 413.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 413.5 | |
| Total | 1,534 | 413.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001140468] | |
| 13F-HR | [0001341748] | |
| 13F-HR | [0001633896] | |
| 13F-HR | [0001729939] | |
| 13F-NT | [0001964276] | |
| 13F-NT | [0001964277] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Cypress Capital LLC
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|
TN | 0.4 |
|
Cypress Capital Advisors, LLC
✚
|
TN | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Drake & Associates LLC
✚
|
WI | 0.4 |
|
RT Jones Capital Equities Management Inc
✚
|
MO | 0.4 |
|
Nicholas Wealth LLC
✚
|
GA | 0.4 |
|
Parkview Ltd
✚
|
0.4 | |
|
Hixon Zuercher LLC
✚
|
OH | 0.4 |
|
Muhlenkamp & Co Inc
✚
|
PA | 0.4 |
|
Barnes Wealth Management Group Inc
✚
|
CA | 0.4 |
|
Retirement Consulting Group Inc
✚
|
OR | 0.4 |
|
Cloud Capital LLC
✚
|
0.4 | |
|
Five Oceans Advisors LLC
✚
|
0.4 |