A complete list of active advisors currently associated with Cypress Coast Investments

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

Cypress Coast Investments is an independent registered investment adviser that presents its services in a Form ADV Part 2 brochure and operates with a very small staff. The brochure indicates the firm does not provide portfolio management for individual clients and does not use percentage-of-assets-under-management fee arrangements. The firm’s materials (Items 4 and 8) describe its advisory activities, methods of analysis, and investment strategies and set out how it reviews client matters, indicating a focus on advisory and planning engagements rather than ongoing AUM-based management. As a result, client relationships are structured around alternative fee arrangements and consulting-style services instead of typical asset-management arrangements. A notable feature disclosed in Item 10 is an affiliation with a real estate broker and that the advisor is licensed as a real estate broker or agent, a relationship that the brochure says is disclosed and may give rise to referrals or conflicts of interest. The filing also shows the firm currently has no clients and limited staffing, which may affect the scope and capacity of services relative to larger peers.

To learn more about the advisors currently working at Cypress Coast Investments, 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.

Name	Location	Years of experience
Sean Spowart	Carmel, CA	8

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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