RIA Intelligence

CYPRESS CAPITAL, LLC

CRD #171266 SEC #801-79771 FRANKLIN, TN 615-467-6075
SEC Registered
Total AUM
$413.5M
Discretionary
$413.5M
Employees
12
Clients
26
Accounts
1,534

AUM Over Time

DateNov 2025
Total AUM$413.5M
Discretionary$413.5M
Non-Disc.$0
Employees12
Clients8
DateJun 2025
Total AUM$413.5M
Discretionary$413.5M
Non-Disc.$0
Employees12
Clients8
DateFeb 2025
Total AUM$413.5M
Discretionary$413.5M
Non-Disc.$0
Employees12
Clients8
DateFeb 2025
Total AUM$401M
Discretionary$401M
Non-Disc.$0
Employees12
Clients9
DateJan 2025
Total AUM$401M
Discretionary$401M
Non-Disc.$0
Employees12
Clients9
DateJan 2025
Total AUM$401M
Discretionary$401M
Non-Disc.$0
Employees12
Clients9
DateNov 2024
Total AUM$401M
Discretionary$401M
Non-Disc.$0
Employees12
Clients9
DateJul 2024
Total AUM$401M
Discretionary$401M
Non-Disc.$0
Employees12
Clients9
DateApr 2024
Total AUM$401M
Discretionary$401M
Non-Disc.$0
Employees12
Clients9
DateMar 2024
Total AUM$401M
Discretionary$401M
Non-Disc.$0
Employees12
Clients9
DateMar 2023
Total AUM$398.9M
Discretionary$398.9M
Non-Disc.$0
Employees11
Clients0
DateMar 2022
Total AUM$359.4M
Discretionary$359.4M
Non-Disc.$0
Employees11
Clients0
DateMar 2021
Total AUM$308.8M
Discretionary$308.8M
Non-Disc.$0
Employees11
Clients0
DateJul 2020
Total AUM$262M
Discretionary$262M
Non-Disc.$0
Employees11
Clients0
DateJun 2020
Total AUM$262M
Discretionary$262M
Non-Disc.$0
Employees11
Clients0
DateMay 2020
Total AUM$262M
Discretionary$262M
Non-Disc.$0
Employees11
Clients0
DateApr 2020
Total AUM$262M
Discretionary$262M
Non-Disc.$0
Employees9
Clients0
DateApr 2020
Total AUM$262M
Discretionary$262M
Non-Disc.$0
Employees9
Clients0
DateApr 2020
Total AUM$262M
Discretionary$262M
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$262M
Discretionary$262M
Non-Disc.$0
Employees9
Clients0
DateDec 2019
Total AUM$267.9M
Discretionary$267.9M
Non-Disc.$0
Employees12
Clients0
DateOct 2019
Total AUM$267.9M
Discretionary$267.9M
Non-Disc.$0
Employees12
Clients0
DateMar 2019
Total AUM$267.9M
Discretionary$267.9M
Non-Disc.$0
Employees11
Clients0
DateDec 2018
Total AUM$138.7M
Discretionary$138.7M
Non-Disc.$0
Employees12
Clients0
DateOct 2018
Total AUM$138.7M
Discretionary$138.7M
Non-Disc.$0
Employees12
Clients0
DateMar 2018
Total AUM$138.7M
Discretionary$138.7M
Non-Disc.$0
Employees12
Clients0
DateMay 2017
Total AUM$88.4M
Discretionary$88.4M
Non-Disc.$0
Employees5
Clients200
DateMar 2017
Total AUM$88.4M
Discretionary$88.4M
Non-Disc.$0
Employees5
Clients200
DateJan 2017
Total AUM$75.7M
Discretionary$75.7M
Non-Disc.$0
Employees4
Clients26
DateAug 2016
Total AUM$75.7M
Discretionary$75.7M
Non-Disc.$0
Employees4
Clients26
DateJun 2016
Total AUM$75.7M
Discretionary$75.7M
Non-Disc.$0
Employees4
Clients26
DateMar 2016
Total AUM$75.7M
Discretionary$75.7M
Non-Disc.$0
Employees4
Clients26
DateNov 2015
Total AUM$73M
Discretionary$73M
Non-Disc.$0
Employees4
Clients100
DateJul 2015
Total AUM$73M
Discretionary$73M
Non-Disc.$0
Employees4
Clients100
DateMar 2015
Total AUM$73M
Discretionary$73M
Non-Disc.$0
Employees4
Clients100
DateFeb 2015
Total AUM$73M
Discretionary$73M
Non-Disc.$0
Employees4
Clients100
DateJan 2015
Total AUM$45.4M
Discretionary$45.4M
Non-Disc.$0
Employees6
Clients26
DateNov 2014
Total AUM$45.4M
Discretionary$45.4M
Non-Disc.$0
Employees6
Clients26
DateNov 2014
Total AUM$15.9M
Discretionary$15.9M
Non-Disc.$0
Employees6
Clients26
DateOct 2014
Total AUM$15.9M
Discretionary$15.9M
Non-Disc.$0
Employees6
Clients26
DateSep 2014
Total AUM$15.9M
Discretionary$15.9M
Non-Disc.$0
Employees6
Clients26
DateSep 2014
Total AUM$15.9M
Discretionary$15.9M
Non-Disc.$0
Employees6
Clients26
DateJun 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJun 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMay 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0