Cycap Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and educational seminars. Financial planning was provided to 251–500 clients last fiscal year.
Cycap Partners reports 281 clients. They include 232 individual clients, 28 high-net-worth individuals and 14 other clients. Of its assets, 99.9% ($143M across 483 accounts) are managed with discretion; $125K across 1 account is not. A wrap fee program the firm both sponsors and manages holds $104M. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 83% | 35% |
| High-net-worth individuals | 10% | 46% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | 2% | 12% |
| Other client typesOther | 5% | 6% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 232 | $50.7M | 35.4% | $219K |
| High-net-worth individuals | 28 | $65.7M | 45.9% | $2.35M |
| Pension and profit-sharing plans | Fewer than 5 | $825K | 0.6% | — |
| Charitable organizations | Fewer than 5 | $1.07M | 0.7% | — |
| Corporations and other businesses | 7 | $16.6M | 11.6% | $2.37M |
| Other | 14 | $8.34M | 5.8% | $596K |
| Total | 281 | $143M | 100% | — |
- Clients
- 232
- Regulatory AUM
- $50.7M
- AUM share
- 35.4%
- Avg. per client
- $219K
- Clients
- 28
- Regulatory AUM
- $65.7M
- AUM share
- 45.9%
- Avg. per client
- $2.35M
- Clients
- Fewer than 5
- Regulatory AUM
- $825K
- AUM share
- 0.6%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $1.07M
- AUM share
- 0.7%
- Avg. per client
- —
- Clients
- 7
- Regulatory AUM
- $16.6M
- AUM share
- 11.6%
- Avg. per client
- $2.37M
- Clients
- 14
- Regulatory AUM
- $8.34M
- AUM share
- 5.8%
- Avg. per client
- $596K
Total
- Clients
- 281
- Regulatory AUM
- $143M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Cycap Partners is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Retirement plan consulting
- Annual fee negotiable up to 1.00% of plan assets; flat, hourly or per-seat fees may also be charged.
- Stand-alone financial planning
- Fixed fees generally from $0 to $15,000, or up to $500 an hour, negotiable depending on scope and professional.
- Wealth coaching
- Monthly fixed fee from $250 to $10,000 for ongoing wealth coaching, negotiable and set in the application.
Mary Clark owns 50% to 75% of Cycap Partners. The leadership team of Cycap Partners includes Chief Compliance Officer Mary Clark. It has 6 employees, 2 of them in advisory roles.
Staff
- 6 employees
- 2 in advisory functions
- 4 state-registered reps
- 2 broker-dealer reps
- 5 insurance agents
- Owns 50% to 75% of Cycap Partners, LLC
Mary Clark
Control person · since March 2025
- Owns 50% to 75% of Cycap Partners, LLC
Erin McCarty
Control person · since March 2025
Cycap Partners’ regulatory assets grew from $118M (July 2025) to $143M (March 2026); clients rose from 232 to 281 and employees were 6 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $143M | 281 | 6 | 1 |
| Jul 2025July 2025 | $118M | 232 | 6 | 1 |
Besides its headquarters, Cycap Partners has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 1415 Piedmont DR. E, Suite 1, TallahasseeHQ
Contact and registration details
- Legal name
- Cycap Partners, LLC
- Headquarters
- 1415 Piedmont DR. E, Suite 1, Tallahassee, FL 32308
- Website
- cypresscapital.com
- Phone
- 850-583-5377
- @65337168
- SEC file
- 801-132708
- Structure
- Florida LLC
- Fiscal year end
- December
Cycap Partners’ named custodians for separately managed accounts are LPL Financial ($104M, 73%) and Charles Schwab ($38.5M, 27%). Cycap Partners does not have custody of client assets.
- LPL FinancialLPL Financial LLC · Fort Mill, SC · $104M73%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $38.5M27%
At year end, Cycap Partners’ separately managed accounts were mostly in funds (61%) and stocks (37%).
What the accounts hold
- Stocks37%
- Funds61%
- Cash1%
- Other1%
- Us gov bonds, corp bonds, options1%
How many clients does Cycap Partners have?
Cycap Partners has 281 clients and manages $143 million for them, as of March 2026. They include 232 individual clients, 28 high-net-worth individuals and 14 other clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026
What services does Cycap Partners offer?
Cycap Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Cycap Partners use?
Cycap Partners’ separately managed account assets are held at LPL Financial LLC (Fort Mill, SC), with $104M and Charles Schwab & Co., Inc. (Westlake, TX), with $38.5M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 March 2026
How many financial advisors does Cycap Partners have?
Cycap Partners has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 2 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Cycap Partners invest in?
At the end of its last fiscal year, Cycap Partners’ separately managed accounts held 61% registered funds (mutual funds, ETFs, BDCs), 37% exchange-traded equities, 1% cash and equivalents and 1% other. The 1% other category is described as: US Gov Bonds, Corp Bonds, Options.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Cycap Partners?
Cycap Partners’ direct owners are Mary Clark (50% to 75%) and Erin McCarty (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 26 March 2026
How does Cycap Partners get paid?
Cycap Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Cycap Partners?
Cycap Partners’ main office is at 1415 Piedmont DR. E, Suite 1, Tallahassee, FL 32308. Its phone number is 850-583-5377. Its website is cypresscapital.com.
