Cypress Capital, Llc
- Regulatory AUM
- $426M
- Discretionary
- $426M
- Clients
- 663
- Avg AUM / client
- $643K
- Accounts
- 1,547
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of Mar 18, 2026
Investments (13F portfolio — 110 positions, $369,906,753)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | TOTAL STK MKT | $49,884,176 | 134,808 | 13.5% | 11.7% |
| 2 | Ishares Tr | 0-3 MTH TREASURY | $36,384,923 | 361,428 | 9.84% | 8.54% |
| 3 | Vanguard Instl Index Fd | 0 3 MO TR BI ETF | $34,402,044 | 454,572 | 9.3% | 8.07% |
| 4 | Spdr Series Trust | ST STR BLO 1 ETF | $34,395,031 | 375,328 | 9.3% | 8.07% |
| 5 | Ishares Tr | TIPS BD ETF | $17,659,010 | 161,373 | 4.77% | 4.14% |
| 6 | Vanguard Scottsdale Fds | SHORT TERM TREAS | $12,585,974 | 216,254 | 3.4% | 2.95% |
| 7 | State Str Spdr S&P 500 Etf T | TR UNIT | $9,938,185 | 13,308 | 2.69% | 2.33% |
| 8 | Etfs Gold Tr | PHYSCL GOLD SHS | $9,760,348 | 255,306 | 2.64% | 2.29% |
| 9 | Apple Inc | COM | $8,359,875 | 28,891 | 2.26% | 1.96% |
| 10 | Vanguard Index Fds | VALUE ETF | $8,274,878 | 37,970 | 2.24% | 1.94% |
| 11 | Proshares Tr | S&P 500 DV ARIST | $7,573,505 | 134,856 | 2.05% | 1.78% |
| 12 | Rbb Fd Inc | F/M US TREASURY | $5,970,658 | 119,748 | 1.61% | 1.4% |
| 13 | Wisdomtree Tr | FLOATNG RAT TREA | $5,571,773 | 110,661 | 1.51% | 1.31% |
| 14 | Ishares Inc | MSCI EMRG CHN | $4,540,224 | 44,381 | 1.23% | 1.07% |
| 15 | Ishares Tr | HDG MSCI EAFE | $4,387,936 | 93,510 | 1.19% | 1.03% |
| 16 | Vanguard Star Fds | VG TL INTL STK F | $4,334,326 | 50,700 | 1.17% | 1.02% |
| 17 | Lam Research Corp | COM NEW | $4,111,435 | 9,488 | 1.11% | 0.97% |
| 18 | Alphabet Inc | CAP STK CL A | $3,957,158 | 11,073 | 1.07% | 0.93% |
| 19 | Abbvie Inc | COM | $3,513,901 | 13,964 | 0.95% | 0.82% |
| 20 | Cisco Sys Inc | COM | $3,434,261 | 29,238 | 0.93% | 0.81% |
| 21 | International Business Machs | COM | $3,389,987 | 12,055 | 0.92% | 0.8% |
| 22 | Merck & Co Inc | COM | $3,197,080 | 24,880 | 0.86% | 0.75% |
| 23 | Union Pac Corp | COM | $3,086,384 | 11,347 | 0.83% | 0.72% |
| 24 | Eaton Corp Plc | SHS | $2,998,180 | 7,036 | 0.81% | 0.7% |
| 25 | Amgen Inc | COM | $2,937,517 | 8,112 | 0.79% | 0.69% |
Top 25 of 110 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) | 550 | $177M | 41.6% |
| High net worth individuals | 107 | $241M | 56.5% |
| Pension and profit sharing plans | Fewer than 5 clients | $2.6M | 0.61% |
| Corporations and other businesses | 6 | $5.2M | 1.22% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mark Tomas Dodson | Member | CFA | Apr 2014 (12y) | 50% – 75% |
| Michael Preston Brooks | Member | CFA | Apr 2014 (12y) | 50% – 75% |
| Luther, Taylor, Reigh | Chief Compliance Officer | Nov 2019 (7y) | Less than 5% | |
| William Ray Bevins | Registered representative | CFP | Sep 2019 (7y) | |
| Brett Lee Luther | Registered representative | CFP | May 2020 (6y) | |
| Leigh Ann Luther | Registered representative | May 2020 (6y) | ||
| Joseph Patrick Pessetto | Registered representative | Jan 2025 (2y) | ||
| Keith Alan Hays | Registered representative | Jan 2025 (2y) | ||
| Robert Owen Walker | Registered representative | CFP | Jul 2025 (1y) | |
| Jeffrey David Hays | Registered representative | Dec 2025 (1y) |
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) | 03/18/2026 | 1.04 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
- • Hourly charges
- • Subscription fees
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $299M (70% of AUM) Mar 2026
- Raymond James $101M (25% of AUM) Feb 2025
- Morgan Stanley $52.4M (20% of AUM) Jul 2020
- Wells Fargo $46.5M (17% of AUM) Dec 2019
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 18, 2026.
View current Form ADV (SEC/IAPD) ↗