Cypress Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$116,410,152
Clients
260
Advisors
4
of 6 employees
About
Cypress Capital serves individual and high‑net‑worth clients as well as retirement plan sponsors, delivering discretionary investment management alongside financial planning, consulting, and standalone wealth‑coaching services. The firm offers both wrap‑fee and non‑wrap arrangements and provides implementation assistance and referrals for non‑investment needs where requested.
Portfolios are constructed from mutual funds, ETFs, individual equities and fixed‑income securities, and the firm may allocate assets to third‑party or independent managers and private funds as part of its solutions. Cypress treats cash as an asset class, may use limited options strategies when appropriate or directed, and has a formal AI policy governing use of AI tools in its advisory process.
Noteworthy for a team‑sized adviser, Cypress sponsors its own wrap fee program that bundles execution, custody and reporting — a structure the firm discloses can create trade‑frequency incentives different from standard non‑wrap arrangements. The firm also conducts client educational seminars and workshops, offers a recurring wealth‑coaching program, and uses certain funds (including DFA funds) and affiliated insurance and custodial relationships that can affect implementation options.
Client services
Expertise
Occupation focus
Fee options
Financial planning and consulting fees generally range from $0 to $15,000 fixed fee; wealth coaching services charged on fixed fee basis per month ranging from $250 to $10,000.
Brokerage commissions charged by LPL Financial when clients purchase investment products on a commission basis through registered representatives; no advisory fee charged in addition to commissions for such products.
Up to $500 per hour for financial planning and consulting services.
Main office
1415 Piedmont Dr. E, Suite 1
Tallahassee FL 32308
Advisors at this office
4
Most active in
Florida · Georgia · Texas
Also doing business as
Cycap Partners, LLC · Cypress Capital
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Erin M
CFP®, Series 66
Tallahassee, FL
Cypress Capital
Erin Mc Carty is a CFP® professional with nine years of industry experience, currently serving at Cypress Capital since 2025. Her prior experience includes roles at LPL Financial, Independent Advisor Alliance, Stifel Nicolaus & Co Inc, and Morgan Stanley Smith Barney LLC. She is also a commissioned Notary Public in Tallahassee, FL. Cypress Capital provides discretionary investment management, financial planning, consulting, and wealth-coaching services to individual and high-net-worth clients as well as retirement plan sponsors. The firm constructs portfolios using mutual funds, ETFs, individual equities, fixed income, and third-party managers, and offers both wrap-fee and non-wrap arrangements.
Mary C
CFP®, Series 66
Tallahassee, FL
Cypress Capital
Mary Clark is a CFP® with 17 years of experience in the financial services industry. She is currently affiliated with Cypress Capital and has previously worked at LPL Financial, Independent Advisor Alliance, and several other firms. Outside of her advisory role, she is a notary public and serves as a brand ambassador for Carhartt, Inc. Cypress Capital serves individual and high-net-worth clients as well as retirement plan sponsors, providing discretionary investment management along with financial planning, consulting, and standalone wealth-coaching services. The firm constructs portfolios using mutual funds, ETFs, individual equities, fixed-income securities, and third-party managers, and offers its own wrap-fee program that integrates execution, custody, and reporting.
Tyler M
Series 65
Tallahassee, FL
Cypress Capital
Tyler Mc Kibbin is a financial advisor at Cypress Capital in Tallahassee, FL, holding a Series 65 credential with two years of industry experience. He previously worked at Tallahassee Financial Advisors, Inc. and Paywind LLC. Outside of his advisory roles, he has been involved with Friends of St. Marks Wildlife Refuge. Cypress Capital serves individual and high-net-worth clients as well as retirement plan sponsors, offering discretionary investment management, financial planning, consulting, and wealth-coaching services. The firm constructs portfolios using various asset types and sponsors its own wrap fee program, while also providing client education and recurring coaching programs.
Nathaniel B
Series 66
Tallahassee, FL
Cypress Capital
Nathaniel Blanco is a financial advisor at Cypress Capital with two years of industry experience. He holds the Series 66 designation and previously worked with LPL Financial and Florida State University. Cypress Capital serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers both wrap-fee and non-wrap advisory arrangements and sponsors its own Cypress Capital Wrap Program, implementing portfolios through various investment strategies and securities.
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