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CYPRESS CAPITAL

TALLAHASSEE, FL · CRD 335347 · IAPD ↗ · 850-583-5377

$143.2MRegulatory AUM
2Advisory reps
6Employees
2Clients
251-500Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
April 2026 — CYPRESS CAPITAL reports 251-500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
June 2025 — CYPRESS CAPITAL (TALLAHASSEE, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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