Cypress Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$109,205,338
Clients
185
Advisors
2
of 4 employees
About
Cypress Capital Management provides discretionary investment management and includes financial planning as part of its advisory services for individuals, high‑net‑worth clients, retirement accounts, trusts, foundations, small businesses and corporations. The firm reports managing roughly $121.7 million in discretionary assets across its client base and oversees client accounts on a discretionary basis.
The firm follows a “full‑cycle” investment approach, positioning portfolios based on macroeconomic cycle analysis and backtested sector performance, and applies fundamental, technical and cyclical analysis to individual security selection. Research and portfolio decisions are supported by paid third‑party subscriptions (notably Hedgeye for macroeconomic inputs and MarketSmith for company data), and the firm implements equity‑focused strategies including preferred stocks, closed‑end funds, ETFs and covered‑call option writing while generally avoiding bond allocations.
Cypress is notable for offering and documenting access to less‑common equity instruments—private placements, IPOs, SPACs and warrants—and requiring client acknowledgements for alternative investments. The firm also discloses principals’ use of affiliated private investment entities for personal investments, permits advisor personal trading subject to block‑trading procedures, and does not impose a minimum initial account value.
Client services
Expertise
Occupation focus
Fee options
Fixed annual fee may be charged for smaller accounts (specific amounts not stated)
0.4% - 1.0% annually (negotiated per client)
Minimum fee: $100 annual minimum fee for discretionary accounts
Main office
312 Whitney Lane Suite 1 A
Sheridan WY 82801
Advisors at this office
2
Most active in
Arizona · Colorado · Montana · Nebraska · Texas · Wyoming
Also doing business as
Cypress Capital Management, LLC · William Bernard Ebzery
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Advisors at this firm
Kristin H
Series 65
Sheridan, WY
Cypress Capital Management, LLC
Kristin Herbst is a financial advisor at Cypress Capital Management, LLC with 12 years of industry experience. She holds a Series 65 designation and has been with Cypress Capital Management since 2011. The firm provides discretionary investment management and financial planning services for individuals, high-net-worth clients, retirement accounts, trusts, foundations, small businesses, and corporations. Cypress Capital Management employs a full-cycle investment approach that incorporates macroeconomic analysis and a variety of equity-focused strategies, including preferred stocks, closed-end funds, ETFs, and covered-call option writing, while generally avoiding bond allocations.
Matthew E
Series 66
Sheridan, WY
Cypress Capital Management, LLC
Matthew Ebzery is a financial advisor at Cypress Capital Management, LLC with 18 years at the firm and 12 years of industry experience. He holds a Series 66 designation. Outside of his advisory work, he serves on the board of the Wyoming State Golf Association and is a trustee of the Ilsley Foundation. He also has ownership interests in several non-investment-related local businesses, including a restaurant and an oil company. Cypress Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, retirement accounts, trusts, foundations, small businesses, and corporations. The firm employs a full-cycle investment approach based on macroeconomic analysis and uses a variety of equity-focused strategies, including private placements and IPOs.
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