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CYPRESS CAPITAL GROUP

PALM BEACH, FL · CRD 121923 · IAPD ↗ · 561-659-5889

$57.5MRegulatory AUM
2Advisory reps
7Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
December 2025 — CYPRESS CAPITAL GROUP (PALM BEACH, FL) left the SEC roster (was $57.5M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
65
June 2025 — CYPRESS CAPITAL GROUP now reports custody of client assets ($46,220).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
April 2025 — CYPRESS CAPITAL GROUP reported RAUM down 56% ($130.4M -> $57.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
April 2025 — CYPRESS CAPITAL GROUP shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.