# Cypress Point Financial Advisors

> Cypress Point Financial Advisors is a state-registered investment advisory firm, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 10, 2026.

- CRD: 169376
- Filed as: CYPRESS POINT FINANCIAL ADVISORS
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: February 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/169376
- AdvisorCensus page: https://advisorcensus.com/firm/cypress-point-financial-advisors-169376

## Quick answers

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

**Is Cypress Point Financial Advisors registered with the SEC or a state?**
Cypress Point Financial Advisors is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 169376.

**How much does Cypress Point Financial Advisors manage?**
Cypress Point Financial Advisors reports $43,693,825 in regulatory assets under management in its Form ADV filing dated February 10, 2026 (72% discretionary).

**What types of clients does Cypress Point Financial Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (44); high net worth individuals (6).

**Does Cypress Point Financial 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/169376

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $43,693,825
- Discretionary: $31,618,143
- Non-discretionary: $12,075,682

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 44 | $24,126,407 |
| High net worth individuals | 6 | $19,567,418 |

### 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: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cypress Point Financial Advisors (CRD 169376): Form ADV filing data as of October 2026.