RIA Intel›Advisers›Florida›CYPRESS CAPITAL GROUP, INC.

CYPRESS CAPITAL GROUP, INC.

Advisory

N·PALM BEACH, FL

Data as of Mar 27, 2024 · Source: SEC Form ADV

Total AUM

$57M

1-Year AUM Growth

-13.1%

3-Year CAGR

-7.5%

Employees

2

Assets Under Management

Total AUM$57M

Discretionary AUM$57M

Non-Discretionary AUM$468K

Discretionary %99.2%

Total Clients54

Team

Total Employees2

Investment Advisers7

Employee Growth (1Y)—

Filing History

Total Filings on Record82

First FilingJan 9, 2003

Latest FilingMar 27, 2024

🔒 Full AUM trend chart and 82 historical filings spanning 21+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CYPRESS CAPITAL GROUP, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.