# Cypress Lane Advisors

> Cypress Lane Advisors is a state-registered investment advisory firm, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 30, 2026.

- CRD: 325688
- Filed as: CYPRESS LANE ADVISORS
- Legal name: Cypress Lane Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: September 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/325688
- AdvisorCensus page: https://advisorcensus.com/firm/cypress-lane-advisors-325688

## Quick answers

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

**Is Cypress Lane Advisors registered with the SEC or a state?**
Cypress Lane Advisors is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 325688.

**How much does Cypress Lane Advisors manage?**
Cypress Lane Advisors reports $6,053,828 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (100% discretionary).

**What types of clients does Cypress Lane Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (5).

**Does Cypress Lane Advisors 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/325688

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $6,053,828
- Discretionary: $6,053,828
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $427,826 |
| High net worth individuals | 5 | $5,626,002 |
| Charitable organizations | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 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)
- cypresslaneadvisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cypress Lane Advisors (CRD 325688): Form ADV filing data as of October 2026.