# Cypress Capital

> Cypress Capital is an SEC-registered investment advisory firm in Tallahassee, FL, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 335347
- Filed as: CYPRESS CAPITAL
- Legal name: Cycap Partners, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tallahassee, FL
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/335347
- AdvisorCensus page: https://advisorcensus.com/firm/cypress-capital-tallahassee-fl-335347

## Quick answers

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

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

**Is Cypress Capital registered with the SEC or a state?**
Cypress Capital is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 335347.

**How much does Cypress Capital manage?**
Cypress Capital reports $143,204,838 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Cypress Capital's assets and staff changed since 2025?**
In the Form ADV data for Cypress Capital: Regulatory assets under management: $117,786,705 in the October 2025 data and $143,204,838 in the October 2026 data, up 22%. Total employees: 6 in October 2025 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cypress Capital serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (232); high net worth individuals (28); other (14).

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

**Does Cypress Capital 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/335347

**Does Cypress Capital state an account minimum?**
Its Form ADV Part 2A brochure dated March 25, 2026 says: "The Registrant does not impose any minimum fee or minimum account size for investment management services."

**What changed in Cypress Capital's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $117,786,705 to $143,204,838 (+22%).

## From the Form ADV filing

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

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

- Account minimum: None

> The Registrant does not impose any minimum fee or minimum account size for investment management services.

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.
- LPL Financial 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: $143,204,838
- Discretionary: $143,079,630
- Non-discretionary: $125,208

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 232 | $50,699,910 |
| High net worth individuals | 28 | $65,710,242 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $825,090 |
| Charitable organizations | Fewer than 5 | $1,065,204 |
| Corporations or other businesses not listed above | 7 | $16,566,303 |
| Other | 14 | $8,338,089 |

### 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
- Pension consulting services
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, GA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cypress.capital
- LinkedIn @65337168
- LinkedIn @erinmariemccarty
- LinkedIn @joshua-clark-0b7a941a6
- LinkedIn @kate-clark-aif®-cfp®-cpfa-86260018
- LinkedIn @tyler-mckibbin-0a2b80164

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $117,786,705 | 6 | July 8, 2025 |
| October 2026 | $143,204,838 | 6 | March 26, 2026 |

Regulatory assets under management: $117,786,705 in the October 2025 data and $143,204,838 in the October 2026 data, up 22%.
Total employees: 6 in October 2025 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $117,786,705 to $143,204,838 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cypress Capital (CRD 335347): Form ADV filing data as of October 2026.