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Cypress Capital Management, LLC

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Client assets under management

$109,205,338

Clients

185

21% high-net-worth

Advisors

2

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

93

High

Average account size

$590,299

About

Cypress Capital Management provides discretionary investment management and includes financial planning as part of its advisory services for individuals, high‑net‑worth clients, retirement accounts, trusts, foundations, small businesses and corporations. The firm reports managing roughly $121.7 million in discretionary assets across its client base and oversees client accounts on a discretionary basis.

The firm follows a “full‑cycle” investment approach, positioning portfolios based on macroeconomic cycle analysis and backtested sector performance, and applies fundamental, technical and cyclical analysis to individual security selection. Research and portfolio decisions are supported by paid third‑party subscriptions (notably Hedgeye for macroeconomic inputs and MarketSmith for company data), and the firm implements equity‑focused strategies including preferred stocks, closed‑end funds, ETFs and covered‑call option writing while generally avoiding bond allocations.

Cypress is notable for offering and documenting access to less‑common equity instruments—private placements, IPOs, SPACs and warrants—and requiring client acknowledgements for alternative investments. The firm also discloses principals’ use of affiliated private investment entities for personal investments, permits advisor personal trading subject to block‑trading procedures, and does not impose a minimum initial account value.

Client services

Financial planning Portfolio management

Expertise

Private / alternative investments Options & derivatives strategies Concentrated stock management

Occupation focus

Founder/Business Owner Retired

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Fee options

Fixed

Fixed annual fee may be charged for smaller accounts (specific amounts not stated)

Percentage

0.4% - 1.0% annually (negotiated per client)

Other

Minimum fee: $100 annual minimum fee for discretionary accounts

Main office location

Cypress Capital Management, LLC

312 Whitney Lane Suite 1 A

Sheridan WY 82801, United States

Number of offices

1

Most active in

Arizona · Colorado · Montana · Nebraska · Texas · Wyoming

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

Kristin H

Series 65

Sheridan, WY

Cypress Capital Management, LLC

Kristin Herbst is a financial advisor at Cypress Capital Management, LLC with 12 years of industry experience. She holds a Series 65 designation and has been with Cypress Capital Management since 2011. The firm provides discretionary investment management and financial planning services for individuals, high-net-worth clients, retirement accounts, trusts, foundations, small businesses, and corporations. Cypress Capital Management employs a full-cycle investment approach that incorporates macroeconomic analysis and a variety of equity-focused strategies, including preferred stocks, closed-end funds, ETFs, and covered-call option writing, while generally avoiding bond allocations.

Private / alternative investments Options & derivatives strategies Concentrated stock management Founder/Business Owner Retired
user avatar

Matthew E

Series 66

Sheridan, WY

Cypress Capital Management, LLC

Matthew Ebzery is a financial advisor at Cypress Capital Management, LLC with 18 years at the firm and 12 years of industry experience. He holds a Series 66 designation. Outside of his advisory work, he serves on the board of the Wyoming State Golf Association and is a trustee of the Ilsley Foundation. He also has ownership interests in several non-investment-related local businesses, including a restaurant and an oil company. Cypress Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, retirement accounts, trusts, foundations, small businesses, and corporations. The firm employs a full-cycle investment approach based on macroeconomic analysis and uses a variety of equity-focused strategies, including private placements and IPOs.

Private / alternative investments Options & derivatives strategies Concentrated stock management Founder/Business Owner Retired
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