|
⚲
|
| Keyboard |
| Cypress Capital LLC
✚
|
|
|---|---|
| CRD # | 171266 |
| SEC # | 801-79771 |
| CIK # | 0001341748, 0001140468, 0001964277, 0001633896, 0001729939, 0001964276 |
| AUM | 426.0 M (2026-03-18) |
| Employees | 12 (58% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 615-467-6075 |
| Address | 436 Main Street Franklin, TN 37064 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001341748 0001140468 0001964277 0001633896 0001729939 0001964276 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| ETFS Gold Trust | 0.0 | ||
| Apple Inc | 0.0 | ||
| Lam Research Corp | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| Cisco Systems Inc | 0.0 | ||
| International Business Machines Corp | 0.0 | ||
| Merck & Co Inc | 0.0 | ||
| Union Pacific Corp | 0.0 | ||
| Eaton Corp Ltd | 0.0 | ||
| Amgen Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Visa Inc | 0.0 | ||
| Home Depot Inc | 0.0 | ||
| Schwab Charles Corp | 0.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 550 | 177.4 |
| (b) Individuals (high net worth individuals) | 107 | 240.8 |
| (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 | 2.6 |
| (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 | 6 | 5.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,547 | 426.0 |
| By Discretionary | ||
| Discretionary | 1,547 | 426.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,547 | 426.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 426.0 | |
| Total | 1,547 | 426.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001140468] | |
| 13F-HR | [0001341748] | |
| 13F-HR | [0001633896] | |
| 13F-HR | [0001729939] | |
| 13F-NT | [0001964276] | |
| 13F-NT | [0001964277] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 11 |
| Serves | Institutional, Retail, Research |
| Related Firms | State | AUM |
|---|---|---|
|
Cypress Capital LLC
✚
|
TN | 426.0 M |
|
Cypress Capital Advisors LLC
✚
|
TN |
| Comparable Firms | State | AUM |
|---|---|---|
|
Power Wealth Management LLC
✚
|
GA | 429.9 M |
|
QBOX Fiduciary Solutions LLC
✚
|
IN | 429.2 M |
|
Shearwater Capital LLC
✚
|
CO | 427.3 M |
|
O'Donnell Financial Services LLC
✚
|
CA | 427.1 M |
|
Professional Financial Advisors Inc
✚
|
PA | 426.0 M |
|
OMNI 360 Wealth Inc
✚
|
NJ | 425.7 M |
|
Sylvest Advisors LLC
✚
|
TX | 425.7 M |
|
Paradigm Investment Advisory LLC
✚
|
NJ | 425.1 M |
|
Smart Money Group LLC
✚
|
TX | 424.3 M |
|
Sage Financial Management Group Inc
✚
|
VA | 423.2 M |