Cypress Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$78,401,842
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
82
100% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
82
Very HighAverage account size
$956,120
About
Cypress Wealth Advisors is a small registered investment adviser that provides discretionary portfolio management and financial planning to individuals (primarily high‑net‑worth clients) and business entities. The firm manages roughly $80.6 million across about 82 client relationships and provides ongoing portfolio oversight and written financial plans.
The firm’s investment process draws on fundamental, technical, charting and cyclical analysis and implements both long‑term and short‑term trading, including options writing and short sales, under discretionary authority. Cypress manages client assets internally rather than delegating to third‑party managers and generally requires clients to use a designated custodian for trade execution and reporting.
Distinctively, the firm does not accept lower‑net‑worth individual clients and concentrates its practice on high‑net‑worth individuals and corporate entities. Monthly account reviews are performed by the firm’s principal, and the combination of boutique scale with active option and short‑selling strategies contrasts with many peers in this category.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Real estate investing
College savings (529s, UTMA, etc.)
Fee options
Financial Planning fixed fees between $1,000 and $10,000
$0 - $1,000,000: 1.20% $1,000,001 - $1,750,000: 0.95% $1,750,001 - $2,750,000: 0.75% $2,750,001 - $5,000,000: 0.65% $5,000,001+: 0.45%
Account minimum: $750,000 Minimum fee: Minimum annual fee of $9,000 Fee-only: Investment Supervisory Services fees, Financial Planning fixed fees
Main office location
Cypress Wealth Advisors, LLC
4358 Lockhill Selma Rd, Ste 310
Shavano Park TX 78249, United States
Number of offices
1
Most active in
Cypress Wealth Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Louisiana · 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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
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")