# Cypress Capital Management, LLC

> Cypress Capital Management, LLC is an SEC-registered investment advisory firm in Sheridan, WY, registered since 2004, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.

- CRD: 130401
- Filed as: CYPRESS CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Sheridan, WY
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/130401
- AdvisorCensus page: https://advisorcensus.com/firm/cypress-capital-management-llc-sheridan-wy-130401

## Quick answers

**How is Cypress Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Cypress Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Cypress Capital Management, LLC charge?**
Its Form ADV Part 2A brochure dated March 4, 2026 states: Asset-based fee: 0.4% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Cypress Capital Management, LLC located?**
Cypress Capital Management, LLC's principal office is in Sheridan, WY, according to its Form ADV.

**Is Cypress Capital Management, LLC registered with the SEC or a state?**
Cypress Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 130401.

**How much does Cypress Capital Management, LLC manage?**
Cypress Capital Management, LLC reports $121,672,219 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (100% discretionary).

**How have Cypress Capital Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Cypress Capital Management, LLC: Regulatory assets under management: $138,748,605 in the October 2021 data and $121,672,219 in the October 2026 data, down 12%. Total employees: 4 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 Cypress Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (146); high net worth individuals (39); charitable organizations (6).

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

**Does Cypress Capital Management, LLC 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/130401

**Does Cypress Capital Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 4, 2026 says: "We provide investment advice to individuals, high-net-worth individuals, families, small businesses, institutions, charitable trusts, estates, retirement accounts and corporations . We have no minimum initial account value."

**What changed in Cypress Capital Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $102,390,864 to $121,672,219 (+19%). Registered or notice-filed in NE.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 4, 2026)

- Asset-based fee: 0.4% to 1% a year (a range, as the brochure states it)

> Our fee schedule ranges from 0.4% - 1.0% of assets managed . Fees are negotiated with each Client. Specific fees are disclosed in the Client investment management agreement.

- Account minimum: None

> We provide investment advice to individuals, high-net-worth individuals, families, small businesses, institutions, charitable trusts, estates, retirement accounts and corporations . We have no minimum initial account value.

- Minimum annual fee: $100

> Cypress maintains a minimum annual fee of $100 for all discretionary accounts. Cypress clients are billed quarterly in arrears based on account holdings at the end of the quarter.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Morgan Stanley & Co. 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: $121,672,219
- Discretionary: $121,672,219
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 146 | $40,872,985 |
| High net worth individuals | 39 | $68,332,353 |
| Charitable organizations | 6 | $9,523,595 |
| Corporations or other businesses not listed above | 5 | $2,943,286 |

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

### Firm details
- Registered since: 2004 (22 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CO, MT, NE, TX, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $138,748,605 | 4 | February 22, 2021 |
| October 2022 | $140,425,947 | 4 | February 11, 2022 |
| October 2023 | $103,484,106 | 4 | February 14, 2023 |
| October 2024 | $107,796,780 | 4 | August 14, 2024 |
| October 2025 | $102,390,864 | 4 | April 7, 2025 |
| October 2026 | $121,672,219 | 4 | March 4, 2026 |

Regulatory assets under management: $138,748,605 in the October 2021 data and $121,672,219 in the October 2026 data, down 12%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $102,390,864 to $121,672,219 (+19%).
- Registered or notice-filed in NE.

### January 2026
- No longer registered or notice-filed in ID, LA, MD, NE.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cypress Capital Management, LLC (CRD 130401): Form ADV filing data as of October 2026.