Cypress Capital Management, Llc
- Regulatory AUM
- $122M
- Discretionary
- $122M
- Clients
- 196
- Avg AUM / client
- $621K
- Accounts
- 373
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 04, 2026
Investments (13F portfolio — 205 positions, $108,129,093)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | COM | $20,767,636 | 81,830 | 19.2% | 17.1% |
| 2 | Eaton Vance Tx Mgd Div Eq In | COM | $4,994,421 | 362,177 | 4.62% | 4.1% |
| 3 | Nuveen Nasdaq 100 Dynamic Ov | COM SHS | $4,854,079 | 177,931 | 4.49% | 3.99% |
| 4 | Blackrock Energy & Res Tr | COM | $4,602,971 | 265,914 | 4.26% | 3.78% |
| 5 | Costco Whsl Corp New | COM | $4,382,299 | 4,398 | 4.05% | 3.6% |
| 6 | Royce Value Tr Inc | COM | $3,600,274 | 216,884 | 3.33% | 2.96% |
| 7 | Sprott Etf Trust | JR GOLD MINERS E | $3,102,949 | 87,555 | 2.87% | 2.55% |
| 8 | Yd Bio Ltd | *W EXP 08/28/203 | $2,982,944 | 4,589,850 | 2.76% | 2.45% |
| 9 | Cameco Corp | COM | $2,861,982 | 26,351 | 2.65% | 2.35% |
| 10 | Alps Etf Tr | ALERIAN MLP | $2,788,709 | 52,977 | 2.58% | 2.29% |
| 11 | Ishares Tr | S&P SML 600GWT | $2,738,781 | 18,926 | 2.53% | 2.25% |
| 12 | Exxon Mobil Corp | COM | $2,720,668 | 16,036 | 2.52% | 2.24% |
| 13 | Jpmorgan Chase & Co | COM | $2,468,237 | 8,391 | 2.28% | 2.03% |
| 14 | Philip Morris Intl Inc | COM | $2,464,723 | 14,907 | 2.28% | 2.03% |
| 15 | Agnico Eagle Mines Ltd | COM | $2,250,033 | 11,085 | 2.08% | 1.85% |
| 16 | Celestica Inc | COM | $2,214,005 | 7,860 | 2.05% | 1.82% |
| 17 | First Intst Bancsystem Inc | COM CL A | $2,077,900 | 62,213 | 1.92% | 1.71% |
| 18 | Southern Copper Corp | COM | $1,942,902 | 11,292 | 1.8% | 1.6% |
| 19 | Chevron Corp New | COM | $1,804,789 | 8,723 | 1.67% | 1.48% |
| 20 | Nvidia Corp | COM | $1,746,366 | 10,013 | 1.62% | 1.44% |
| 21 | Blackrock Health Sciences Tr | COM | $1,727,559 | 44,860 | 1.6% | 1.42% |
| 22 | Visa Inc | COM CL A | $1,701,611 | 5,630 | 1.57% | 1.4% |
| 23 | Blackrock Utils Infrastructu | COM | $1,700,982 | 64,480 | 1.57% | 1.4% |
| 24 | Nuveen S&P 500 Dynamic Overw | COM | $1,518,326 | 94,482 | 1.4% | 1.25% |
| 25 | Alphabet Inc | CPA STK CL A | $1,475,758 | 5,132 | 1.36% | 1.21% |
Top 25 of 205 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 146 | $40.9M | 33.6% |
| High net worth individuals | 39 | $68.3M | 56.2% |
| Charitable organizations | 6 | $9.5M | 7.83% |
| Corporations and other businesses | 5 | $2.9M | 2.42% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Matthew Mcgregor Ebzery | Managing Member | Jan 2010 (17y) | 75% or more | |
| Kristin Louise Herbst | Advisor | Feb 2012 (15y) | 5% – 10% | |
| Ebzery, Denise, Noel | Chief Compliance Officer | Jan 2024 (3y) | Less than 5% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
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) | 03/04/2026 | 914 KB | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $122M (100% of AUM) Mar 2026
- Morgan Stanley $612K (1% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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 04, 2026.
View current Form ADV (SEC/IAPD) ↗