# Cypress Asset Management Inc

> Cypress Asset Management Inc is an SEC-registered investment advisory firm in Houston, TX, registered since 1996, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.

- CRD: 106593
- Filed as: CYPRESS ASSET MANAGEMENT INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106593
- AdvisorCensus page: https://advisorcensus.com/firm/cypress-asset-management-inc-houston-tx-106593

## Quick answers

**How is Cypress Asset Management Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Cypress Asset Management Inc reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Cypress Asset Management Inc located?**
Cypress Asset Management Inc's principal office is in Houston, TX, according to its Form ADV.

**Is Cypress Asset Management Inc registered with the SEC or a state?**
Cypress Asset Management Inc is an SEC-registered investment advisory firm, registered since 1996. Status as filed: Approved. CRD 106593.

**How much does Cypress Asset Management Inc manage?**
Cypress Asset Management Inc reports $455,795,968 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary).

**How have Cypress Asset Management Inc's assets and staff changed since 2021?**
In the Form ADV data for Cypress Asset Management Inc: Regulatory assets under management: $378,043,217 in the October 2021 data and $455,795,968 in the October 2026 data, up 21%. Total employees: 6 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cypress Asset Management Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (59); individuals (other than high net worth individuals) (12); corporations or other businesses not listed above (9).

**Which custodians does Cypress Asset Management Inc use?**
Cypress Asset Management Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BofA Securities, Inc., Charles Schwab & Co., Inc. and Northern Trust Securities, Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Cypress Asset Management Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106593

**What changed in Cypress Asset Management Inc's recent Form ADV filings?**
In the May 2026 filing data: Regulatory assets under management went from $413,638,146 to $455,795,968 (+10%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- BofA Securities, Inc.
- Charles Schwab & Co., Inc.
- Northern Trust Securities, Inc.

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: $455,795,968
- Discretionary: $455,795,968
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $3,341,968 |
| High net worth individuals | 59 | $273,546,985 |
| Charitable organizations | 7 | $63,103,723 |
| Corporations or other businesses not listed above | 9 | $115,803,292 |

### 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: 1996 (30 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cypressasset.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $378,043,217 | 6 | February 17, 2021 |
| October 2022 | $442,235,311 | 7 | March 29, 2022 |
| October 2023 | $298,025,322 | 5 | March 15, 2023 |
| October 2024 | $348,077,908 | 5 | May 1, 2024 |
| October 2025 | $413,638,146 | 5 | March 31, 2025 |
| October 2026 | $455,795,968 | 5 | April 1, 2026 |

Regulatory assets under management: $378,043,217 in the October 2021 data and $455,795,968 in the October 2026 data, up 21%.
Total employees: 6 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Regulatory assets under management went from $413,638,146 to $455,795,968 (+10%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cypress Asset Management Inc (CRD 106593): Form ADV filing data as of October 2026.