Cypress Capital, LLC
● SEC registered since 2014CRD 171266SEC# 801-79771Franklin, TN
Reg. AUM
$426M
Employees
12
Accounts
1,547
Location
Franklin, TN
Cypress Capital, LLC assets under management
Cypress Capital, LLC operates as an SEC-registered investment adviser based in Franklin, TN. The firm has been registered since 2014. It reports $426 million in regulatory assets under management and employs 12 people.
Cypress Capital, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Laura Fonzo Brooks Control | Chief Compliance Officer | Under 5% | 2025 |
| Mark Tomas Dodson Control | Member | 50-75% | 2014 |
| Michael Preston Brooks Control | Member | 50-75% | 2014 |
Frequently asked questions
How much does Cypress Capital, LLC manage?
Cypress Capital, LLC reports $426 million in regulatory assets under management on its Form ADV.
How many employees does Cypress Capital, LLC have?
Cypress Capital, LLC reports 12 employees.
Where is Cypress Capital, LLC located?
Cypress Capital, LLC is based in Franklin, TN and has been SEC-registered since 2014.
Does Cypress Capital, LLC disclose fund performance?
Cypress Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 436 Main Street, Suite 205, Franklin, TN 37064 |
| Phone | 615-467-6075 |
| Fax | 877-632-4317 |
| Office hours | 7:30 a.m. - 4:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1729939 |
| Discloses disciplinary history | No |
Regulatory AUM
$426M▲ 6%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$426Mregulatory AUM
Discretionary $426M