# Black Cypress Capital

> Black Cypress Capital is an SEC-registered investment advisory firm in Ponte Vedra Beach, FL, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 151100
- Filed as: BLACK CYPRESS CAPITAL
- Legal name: Black Cypress Capital Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Ponte Vedra Beach, FL
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/151100
- AdvisorCensus page: https://advisorcensus.com/firm/black-cypress-capital-ponte-vedra-beach-fl-151100

## Quick answers

**How is Black Cypress Capital compensated?**
On its Form ADV (Item 5.E, October 2026), Black Cypress Capital reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Black Cypress Capital located?**
Black Cypress Capital's principal office is in Ponte Vedra Beach, FL, according to its Form ADV.

**Is Black Cypress Capital registered with the SEC or a state?**
Black Cypress Capital is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 151100.

**How much does Black Cypress Capital manage?**
Black Cypress Capital reports $304,630,511 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (48% discretionary).

**How have Black Cypress Capital's assets and staff changed since 2021?**
In the Form ADV data for Black Cypress Capital: Regulatory assets under management: $132,954,301 in the October 2021 data and $304,630,511 in the October 2026 data, up 129%. Total employees: 1 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Black Cypress Capital serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (49); high net worth individuals (19).

**Which custodians does Black Cypress Capital use?**
Black Cypress Capital's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Black Cypress Capital report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/151100

**Does Black Cypress Capital state an account minimum?**
Its Form ADV Part 2A brochure dated March 25, 2026 says: "The minimum asset requirement is $1,000,000, which can be waived at the sole discretion of Black Cypress."

**What changed in Black Cypress Capital's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $252,629,106 to $304,630,511 (+21%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> The minimum asset requirement is $1,000,000, which can be waived at the sole discretion of Black Cypress.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $304,630,511
- Discretionary: $145,150,245
- Non-discretionary: $159,480,266

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 49 | $39,828,204 |
| High net worth individuals | 19 | $208,337,780 |
| Charitable organizations | Fewer than 5 | $46,208,409 |
| Corporations or other businesses not listed above | Fewer than 5 | $10,256,118 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2020 (6 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, SC
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/151100

### Websites listed on Form ADV (Item 1.I)
- blackcypresscapital.com
- Facebook @blackcypresscapital
- LinkedIn @black-cypress-capital-management
- X @black_cypress

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $132,954,301 | 1 | August 20, 2021 |
| October 2022 | $190,749,313 | 1 | March 22, 2022 |
| October 2023 | $178,041,643 | 1 | March 16, 2023 |
| October 2024 | $221,459,238 | 4 | March 28, 2024 |
| October 2025 | $252,629,106 | 4 | March 28, 2025 |
| October 2026 | $304,630,511 | 4 | March 25, 2026 |

Regulatory assets under management: $132,954,301 in the October 2021 data and $304,630,511 in the October 2026 data, up 129%.
Total employees: 1 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $252,629,106 to $304,630,511 (+21%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Black Cypress Capital (CRD 151100): Form ADV filing data as of October 2026.