Cypress Lane Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$6,053,828
Total clients
5
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
5
Average account size
$1,210,766
About
The firm provides discretionary investment management and standalone financial planning and consulting to individuals, families, high‑net‑worth clients, trusts, estates, and small business owners, operating under a fiduciary duty. Services include ongoing portfolio supervision and the development of a tailored Investment Plan and comprehensive financial plans.
Investment decisions are driven by an asset‑allocation framework with a top‑down macroeconomic overlay, relying primarily on ETFs and no‑load mutual funds while allowing tactical shifts when appropriate. Portfolios are managed on a discretionary basis according to each client’s Financial Profile and may include selective use of individual securities to meet sector or ESG preferences.
Notably for a solo independent adviser, the firm discloses the use of leverage and derivatives in client portfolios — it may purchase securities on margin, sell short, and employ options and option strategies in separately managed accounts, practices that are uncommon among peers. The firm also permits limited cryptocurrency exposure (restricted to Bitcoin and Ethereum and capped relative to investable assets) and manages a small, closely held client base with roughly $6 million in discretionary assets, reflecting a personalized “Personal CFO” style of service.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
Charitable giving & philanthropy
Occupation focus
Founder/Business Owner
Fee options
$0 - $1,000,000: 1.00% annually $1,000,000 - $5,000,000: 0.75% annually $5,000,000+: 0.50% annually
$150 per hour, negotiable in some cases
Main office location
Cypress Lane Advisors
Galveston TX, United States
Number of offices
1
Most active in
Cypress Lane Advisors has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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