CYPRESS CAPITAL, LLC

CRD 171266File 801-79771

APPROVED

Retail clients

Custody

Filing as of Mar 18, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$426.0M

Below cohort median (national)

Discretionary AUM

$426.0M

Clients

663

1,547 accounts

Employees

Above cohort median in TN

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: May 23, 2014
Principal office: 436 MAIN STREET, SUITE 205, FRANKLIN, TN, 37064
Phone: 615-467-6075
Website: HTTP://WWW.CYPRESSCAPITAL.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $426.0M
Discretionary AUM: $426.0M
Non-discretionary AUM: $0
Discretionary accounts: 1,547
Non-discretionary accounts: 0
Total accounts: 1,547
AUM per client: $643K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	6	$5.2M
High net worth individuals	107	$240.8M
Pension and profit sharing plans	Fewer than 5	$2.6M
Individuals (other than high net worth individuals)	550	$177.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
Subscription fees
A percentage of assets under your management

Advisory activities

Publications
Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.