Cypress Capital Group, Inc.
- Regulatory AUM
- $63.2M
- Discretionary
- $62.8M
- Clients
- 47
- Avg AUM / client
- $1.3M
- Accounts
- 47
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 8 | $1.4M | 2.22% |
| High net worth individuals | 37 | $61.4M | 97.1% |
| Corporations and other businesses | 2 | $413K | 0.65% |
People (18)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Skarbek | Chief Investment Officer | Nov 2005 (21y) | Less than 5% | |
| Chigurupati, Jayaram | Shareholder | Oct 2010 (16y) | Less than 5% | |
| Havkin, Boris | Manager | Dec 2017 (9y) | ≈ 1.25% – 5% via Golden Bhn | |
| Havkin, Natalie | Manager | Dec 2017 (9y) | ≈ 1.25% – 5% via Golden Bhn | |
| Chigurupati, Padmasree | Trustee | May 2019 (7y) | GP / trustee / elected manager of The Chigurupati 2011 Irrevocable Trust Fbo Kavyasree Dated November 21, 2011 (indirect) | |
| Kilborne, Dana, S. | Ceo & Director | Sep 2019 (7y) | Less than 5% | |
| Goldstein, Robert, Bernard | Director | Oct 2019 (7y) | Less than 5% | |
| Marino, John | President, Cfo, Treasurer And Director | Apr 2020 (6y) | Less than 5% | |
| Spearman, Guy, M. | Stock Owner | Apr 2020 (6y) | 5% – 10% | |
| Coleman, Mike | Director | May 2020 (6y) | Less than 5% | |
| Hermansen, Tom, Christian | Director | May 2020 (6y) | Less than 5% | |
| Swann, James, T. | Director | May 2020 (6y) | Less than 5% | |
| Cole, Oliver, J. | Director | Jun 2020 (6y) | Less than 5% | |
| Tranter, John, E. | Director | Jun 2020 (6y) | Less than 5% | |
| Wolfson, Wayne, C. | Director | Jun 2020 (6y) | Less than 5% | |
| Dillon, Patricio | Chief Compliance Officer | Sep 2022 (4y) | Less than 5% | |
| Parimi, Nohitha | Trustee | Jan 2024 (3y) | GP / trustee / elected manager of The Chigurupati 2011 Irrevocable Trust Fbo Kavyasree Dated November 21, 2011 (indirect) | |
| Theresa D Strickland | Registered representative | Nov 2005 (21y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| James T. Swann Trust | Stock Owner | May 2020 | A | 5% – 10% |
| Golden Bhn | Stockholder | Aug 2020 | A | 5% – 10% |
| The Chigurupati 2011 Irrevocable Trust Fbo Kavyasree Dated November 21, 2011 | Stock Owner | Dec 2012 | A | Less than 5% |
| The Chigurupati 2011 Irrevocable Trust Fbo Saisriram Dated November 21, 2011 | Stock Owner | Dec 2012 | A | Less than 5% |
Undisclosed: 0% – 85% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Havkin, Boris: 25% – 50% of Golden Bhn × 5% – 10% direct ≈ 1.25% – 5% of the firm
- Havkin, Natalie: 25% – 50% of Golden Bhn × 5% – 10% direct ≈ 1.25% – 5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 1.15 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $58.4M (92% of AUM) Mar 2026
- Morgan Stanley $31.9M (21% of AUM) Mar 2023
- Northern Trust $4.5M (4% of AUM) May 2018
- Merrill Lynch $4.4M (4% of AUM) May 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗