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CYPRESS CAPITAL, LLC

FRANKLIN, TN · CRD 171266 · IAPD ↗ · cypresscapital.com · 615-467-6075

$426.0MRegulatory AUM
7Advisory reps
12Employees
11Clients
26-50Planning clients
0Private funds
19States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — CYPRESS CAPITAL, LLC notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
March 2025 — CYPRESS CAPITAL, LLC reports 26-50 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
February 2025 — CYPRESS CAPITAL, LLC notice-filed in MO, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
February 2025 — CYPRESS CAPITAL, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
May 2024 — CYPRESS CAPITAL, LLC notice-filed in KS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — CYPRESS CAPITAL, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
April 2024 — CYPRESS CAPITAL, LLC now reports custody of client assets ($56.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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