Cypress Capital logo

Cypress Capital

Updated today

Client assets under management

$116,410,152

Clients

260

11% high-net worth

Advisors

4

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

65

High

Average account size

$447,731

About

Cypress Capital serves individual and high‑net‑worth clients as well as retirement plan sponsors, delivering discretionary investment management alongside financial planning, consulting, and standalone wealth‑coaching services. The firm offers both wrap‑fee and non‑wrap arrangements and provides implementation assistance and referrals for non‑investment needs where requested.

Portfolios are constructed from mutual funds, ETFs, individual equities and fixed‑income securities, and the firm may allocate assets to third‑party or independent managers and private funds as part of its solutions. Cypress treats cash as an asset class, may use limited options strategies when appropriate or directed, and has a formal AI policy governing use of AI tools in its advisory process.

Noteworthy for a team‑sized adviser, Cypress sponsors its own wrap fee program that bundles execution, custody and reporting — a structure the firm discloses can create trade‑frequency incentives different from standard non‑wrap arrangements. The firm also conducts client educational seminars and workshops, offers a recurring wealth‑coaching program, and uses certain funds (including DFA funds) and affiliated insurance and custodial relationships that can affect implementation options.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops Church endowment

Expertise

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Financial planning and consulting fees generally range from $0 to $15,000 fixed fee; wealth coaching services charged on fixed fee basis per month ranging from $250 to $10,000.

Commissions

Brokerage commissions charged by LPL Financial when clients purchase investment products on a commission basis through registered representatives; no advisory fee charged in addition to commissions for such products.

Project-based

Up to $500 per hour for financial planning and consulting services.

Main office location

Cypress Capital

1415 Piedmont Dr. E, Suite 1

Tallahassee FL 32308, United States

Number of offices

1

Most active in

Florida · Georgia · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Erin M

CFP®, Series 66

Tallahassee, FL

Cypress Capital

Erin Mc Carty is a CFP® and holds a Series 66 license with eight years of industry experience. She is currently with Cypress Capital, where she has worked since 2025, following prior roles at LPL Financial, Independent Advisor Alliance, Stifel Nicolaus, and Morgan Stanley Smith Barney. Mc Carty is also a Notary Public in Tallahassee, FL. Cypress Capital serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers both wrap-fee and non-wrap advisory arrangements and sponsors its own wrap program, implementing portfolios through a mix of ETFs, mutual funds, equities, fixed income, and third-party managers.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar

Mary C

CFP®, Series 66

Tallahassee, FL

Cypress Capital

Mary Clark is a CFP® and Series 66-registered advisor with 17 years of industry experience. She is currently with Cypress Capital and has previously worked at LPL Financial, Independent Advisor Alliance, Barnes Capital Group, and Allen Mooney & Barnes. Outside of her advisory work, Clark is a notary public and a brand ambassador for Carhartt, Inc. Cypress Capital serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers both wrap-fee and non-wrap advisory arrangements and sponsors its own wrap program, implementing portfolios through a variety of investment vehicles and strategies.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar

Tyler M

Series 65

Tallahassee, FL

Cypress Capital

Tyler Mc Kibbin is a financial advisor at Cypress Capital in Tallahassee, FL, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Paywind LLC and Tallahassee Financial Advisors, Inc. Outside of finance, he has been involved with Friends of St. Marks Wildlife Refuge. Cypress Capital serves a diverse client base including individuals, business entities, retirement plans, trusts, estates, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm sponsors its own wrap program and employs a variety of investment strategies across multiple asset classes.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar

Nathaniel B

Series 66

Tallahassee, FL

Cypress Capital

Nathaniel Blanco is a financial advisor at Cypress Capital with two years of industry experience. He holds the Series 66 designation and previously worked with LPL Financial and Florida State University. Cypress Capital serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers both wrap-fee and non-wrap advisory arrangements and sponsors its own Cypress Capital Wrap Program, implementing portfolios through various investment strategies and securities.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")