Cypress Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$78,401,842
Clients
82
Advisors
1
of 2 employees
About
Cypress Wealth Advisors is a small registered investment adviser that provides discretionary portfolio management and financial planning to individuals (primarily high‑net‑worth clients) and business entities. The firm manages roughly $80.6 million across about 82 client relationships and provides ongoing portfolio oversight and written financial plans.
The firm’s investment process draws on fundamental, technical, charting and cyclical analysis and implements both long‑term and short‑term trading, including options writing and short sales, under discretionary authority. Cypress manages client assets internally rather than delegating to third‑party managers and generally requires clients to use a designated custodian for trade execution and reporting.
Distinctively, the firm does not accept lower‑net‑worth individual clients and concentrates its practice on high‑net‑worth individuals and corporate entities. Monthly account reviews are performed by the firm’s principal, and the combination of boutique scale with active option and short‑selling strategies contrasts with many peers in this category.
Client services
Expertise
Fee options
Financial Planning fixed fees between $1,000 and $10,000
$0 - $1,000,000: 1.20% $1,000,001 - $1,750,000: 0.95% $1,750,001 - $2,750,000: 0.75% $2,750,001 - $5,000,000: 0.65% $5,000,001+: 0.45%
Account minimum: $750,000 Minimum fee: Minimum annual fee of $9,000 Fee-only: Investment Supervisory Services fees, Financial Planning fixed fees
Main office
4358 Lockhill Selma Rd, Ste 310
Shavano Park TX 78249
Advisors at this office
1
Most active in
Louisiana · Texas
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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