A complete list of active advisors currently associated with Leyland Cypress, LLC

Warmer can help you find a great advisor at Leyland Cypress, LLC or one who fits your needs even better.

Leyland Cypress provides investment monitoring and recommendation services primarily to individual clients and other entities, using an onboarding questionnaire to tailor asset allocation and investment selections. As of January 31, 2025 the firm reported approximately $569,115 in assets under management across three discretionary accounts, and it generally implements portfolios through a percentage-of-assets billing model common to team advisory firms. The firm’s investment approach emphasizes asset allocation and a quantitative strategy described as ETF arbitrage, with analysis of historical and forward-looking price data and mutual fund/ETF holdings informing buy, sell, and hold recommendations. Leyland Cypress monitors accounts daily and communicates performance via a secure client portal and quarterly written reports, reflecting an operational focus on frequent reporting and oversight. Notable distinctions include formal affiliations disclosed in the brochure: shared ownership ties with another registered adviser, Life Unlocked Partners LLC, and an outside legal practice where the firm’s chief compliance officer serves as the sole attorney for LSK Legal, A Professional Law Corporation. The firm is relatively new and small in scale for a multi-advisor team—founded in 2022 with four named principals but only a handful of managed accounts—which the brochure identifies alongside its independent operating arrangements and stated processes for managing potential conflicts.

To learn more about the advisors currently working at Leyland Cypress, LLC, 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.