Cypress Point Financial Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides asset management and comprehensive portfolio management, including financial planning and investment oversight, for individual investors and business entities such as corporations and limited liability companies. Portfolios may include ETFs, mutual funds, individual stocks and bonds, and options, and the firm manages roughly $43.7 million in client assets across about 50 accounts.
Its investment approach emphasizes fundamental analysis and a mix of long‑ and short‑term trading strategies, with portfolios diversified across equities, debt securities and pooled vehicles and reviewed at least quarterly for rebalancing and adjustments. Services are individualized — clients can place reasonable investment restrictions and may receive ongoing account supervision alongside periodic financial planning meetings.
What is notable for a firm of this type and size is that it also provides portfolio management to institutional and business clients, an offering that is relatively uncommon among independent advisers. The firm’s representatives maintain securities registrations and may effect commissionable sales and insurance transactions, and the adviser uses a custodial relationship with Schwab Institutional that supplies execution, custody and non‑soft‑dollar research services, arrangements that can influence trade execution and create potential conflicts of interest.
Client services
Expertise
Fee options
$0 - $250,000: 1.35% $250,000.01 - $500,000: 1.25% $500,000.01 - $1,000,000: 1.05% $1,000,000.01 - $2,000,000: 0.95% $2,000,000.01 - $3,000,000: 0.85% Over $3,000,000.01+: 0.60%
Supervised persons may accept commissions for securities sales; conflicts disclosed.
Main office
Sacramento CA
Advisors at this office
1
Most active in
California
Also doing business as
Cypress Point Financial Advisors · Cypress Point Financial Advisors, Inc. · Cypress Point Financial Advisors, LLC · Cyprus Financial Services, LLC · Herman, David
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.
Forms ADV
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