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SIERRA LEGACY GROUP
Legal name: CYPRESS ADVISORY GROUP, LLC
CRD 172113File 801-122455
APPROVED
Retail clients
Filing as of Jan 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$152.7M
Bottom 25% of cohort (national)
Discretionary AUM
$152.7M
Clients
24
86 accounts
Employees
7
Bottom 25% of cohort in AZ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Sep 8, 2021
- Principal office
- 6424 E. GREENWAY PARKWAY, SUITE 100, SCOTTSDALE, AZ, 85254
- Phone
- 775-322-4500
- Website
- HTTP://WWW.CYPRESSNV.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $152.7M
- Discretionary AUM
- $152.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 86
- Non-discretionary accounts
- 0
- Total accounts
- 86
- AUM per client
- $6.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 14 | $148.9M |
| Individuals (other than high net worth individuals) | 10 | $3.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This 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.