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CYPRESS POINT FINANCIAL ADVISORS

Advisory

CA

Data as of Feb 10, 2026 · Source: SEC Form ADV

Rank in CA

#3,592

of 5,480 advisers by AUM

AUM CAGR, 3 year

0.0%

compound annual growth

Average account

$539K

across 81 accounts

AUM per adviser

$44M

1 adviser

Filing history

8

filings since 2013

Source: SEC Form ADV. Figures as filed Feb 10, 2026.

Total AUM

$44M

1-Year AUM Growth

—

3-Year CAGR

0.0%

Employees

1

Assets Under Management

Total AUM$44M

Discretionary AUM$32M

Non-Discretionary AUM$12M

Discretionary %72.4%

Total Clients50

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Filing History

Total Filings on Record8

First FilingOct 10, 2013

Latest FilingFeb 10, 2026

Full AUM trend chart and 8 historical filings spanning 13+ years

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Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA

Succession Risk

Lower risk

Composite band across five pillars

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

16th percentile

Composite rank among CA advisers

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

50 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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