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Cypress Capital Group
Filed as CYPRESS CAPITAL GROUP · Legal name Cypress Capital Group, Inc.
Cypress Capital Group is a state-registered investment advisory firm in Palm Beach, FL, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.
Quick answers
From the filingHow is Cypress Capital Group compensated?
On its Form ADV (Item 5.E, October 2026), Cypress Capital Group reports these compensation arrangements: a percentage of assets under its management.
Where is Cypress Capital Group located?
Cypress Capital Group's principal office is in Palm Beach, FL, according to its Form ADV; the September 2025 filing also lists 1 other office (Schedule D, Section 1.F).
Is Cypress Capital Group registered with the SEC or a state?
Cypress Capital Group is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 121923.
How much does Cypress Capital Group manage?
Cypress Capital Group reports $63,184,007 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (99% discretionary).
How have Cypress Capital Group's assets and staff changed since 2021?
In the Form ADV data for Cypress Capital Group: Regulatory assets under management: $164,736,542 in the October 2021 data and $63,184,007 in the October 2026 data, down 62%. Total employees: 6 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Cypress Capital Group serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (37); individuals (other than high net worth individuals) (8); corporations or other businesses not listed above (2).
Does Cypress Capital Group report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/121923
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.F$63,184,007 as of October 2026, filing dated March 20, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Cypress Capital Group, Inc.
- Registration
- State-registered investment adviser. Status as filed: APPROVED.
- Registered since
- 2025 (1 year)
- Employees
- Total: 7. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the September 2025 filing
- States registered or notice-filed
-
1 state or jurisdiction
State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $63,184,007 | 7 | March 20, 2026 |
| October 2025 | $57,489,162 | 7 | May 14, 2025 |
| October 2024 | $130,431,141 | 9 | March 27, 2024 |
| October 2023 | $150,051,100 | 8 | March 20, 2023 |
| October 2022 | $190,961,013 | 10 | September 22, 2022 |
| October 2021 | $164,736,542 | 6 | September 2, 2021 |
Regulatory assets under management: $164,736,542 in the October 2021 data and $63,184,007 in the October 2026 data, down 62%.
Total employees: 6 in October 2021 and 7 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Cypress Capital Group (CRD 121923): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/cypress-capital-group-palm-beach-fl-121923