A complete list of active advisors currently associated with Black Cypress Capital

Warmer can help you find a great advisor at Black Cypress Capital or one who fits your needs even better.

Black Cypress Capital Management serves individuals (including high-net-worth clients), family offices, trusts, businesses, charitable organizations, and institutions, providing ongoing investment advisory services for both discretionary and non-discretionary accounts. Services include portfolio management, written investment policy statements, and advice on asset allocation and securities selection, with compensation typically asset-based and available alongside performance-based arrangements. The firm follows a concentrated, long-term, value-oriented, bottom-up equity approach that emphasizes margins of safety, attractive returns on invested capital, low leverage, and strong cash flow; it may use ETFs for international equity and fixed income exposure. Research is conducted independently and supplemented by third-party artificial intelligence and natural language tools to process filings and public information, while final investment and trading decisions remain subject to firm personnel judgment. Notable features that distinguish the firm include an unusually high amount of regulatory assets under management relative to its advisor count (resulting in high AUM per advisor) and a material portion of assets managed on a non-discretionary basis. The firm also discloses a past Stipulation and Consent Agreement with a state regulator resolving an inadvertent registration lapse, offers performance-based fee arrangements with related conflict disclosures, provides client performance/appraisal reports, and requires team members to place investable assets in firm-managed accounts.

To learn more about the advisors currently working at Black Cypress Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.