{"url":"https://nivawealth.com/firms/cycap-partners-335347","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/335347","regulatoryAum":143204838,"crd":"335347","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7713577","suffix":null,"lastName":"Blanco","firstName":"Nathaniel","middleName":"Thomas"},{"crd":"5404074","suffix":null,"lastName":"CLARK","firstName":"MARY","middleName":"KATHRYN"},{"crd":"6720733","suffix":null,"lastName":"McCarty","firstName":"Erin","middleName":"M"},{"crd":"7703527","suffix":null,"lastName":"McKibbin","firstName":"Tyler","middleName":"J"}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-07-08","regulatoryAum":117786705,"clients":232,"employees":6,"offices":1},{"filedOn":"2026-03-26","regulatoryAum":143204838,"clients":281,"employees":6,"offices":1}],"secFileNumber":"801-132708","legalName":"Cycap Partners, LLC","displayName":"Cycap Partners","slug":"cycap-partners-335347","website":"https://cypresscapital.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/65337168/admin/dashboard/","founded":null,"organization":"Florida limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1415 Piedmont DR. E, Suite 1","city":"Tallahassee","state":"FL","stateName":"Florida","country":"United States","postalCode":"32308"},"tradeNames":[],"registration":{"secApproved":"5 May 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":447731.3538461538,"staff":{"employees":6,"advisory":2,"brokerDealerReps":2,"insuranceAgents":5,"promoters":0},"aum":{"regulatory":143204838,"discretionary":143079630,"discretionaryAccounts":483,"nonDiscretionary":125208,"nonDiscretionaryAccounts":1,"wrapProgram":103872834,"nonUsClientsPct":0,"nonAumClients":2},"clientTypes":[{"label":"Individuals (other than HNW)","clients":232,"regulatoryAum":50699910},{"label":"High-net-worth individuals","clients":28,"regulatoryAum":65710242},{"label":"Pension and profit-sharing plans","clients":null,"fewerThan5":true,"regulatoryAum":825090},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":1065204},{"label":"Corporations and other businesses","clients":7,"regulatoryAum":16566303},{"label":"Other","clients":14,"regulatoryAum":8338089}],"feePrograms":[{"role":"other","program":"Retirement plan consulting","summary":"Annual fee negotiable up to 1.00% of plan assets; flat, hourly or per-seat fees may also be charged.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026544","versionId":1026544,"submittedOn":"2026-03-25","documentName":"CYPRESS CAPITAL FORM ADV PART 2A BROCHURE"},{"role":"other","program":"Stand-alone financial planning","summary":"Fixed fees generally from $0 to $15,000, or up to $500 an hour, negotiable depending on scope and professional.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026544","versionId":1026544,"submittedOn":"2026-03-25","documentName":"CYPRESS CAPITAL FORM ADV PART 2A BROCHURE"},{"role":"other","program":"Wealth coaching","summary":"Monthly fixed fee from $250 to $10,000 for ongoing wealth coaching, negotiable and set in the application.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026544","versionId":1026544,"submittedOn":"2026-03-25","documentName":"CYPRESS CAPITAL FORM ADV PART 2A BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T17:59:23.710495+00:00","documents":[{"name":"CYPRESS CAPITAL FORM ADV PART 2A BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026544","versionId":1026544,"submittedOn":"2026-03-25"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026545","versionId":1026545,"submittedOn":null}]},"custodians":[{"name":"LPL Financial LLC","shortName":"LPL Financial","location":"Fort Mill, SC","smaAssets":103872834},{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":38502902}],"custodyNote":"Cycap Partners does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Mary Clark","title":"Chief Compliance Officer","crd":"5404074"},{"name":"Erin McCarty","title":"Member","crd":"6720733"}],"ownership":[{"label":"Mary Clark","detail":"Chief compliance officer in the 50% to 75% ownership band and a control person, since March 2025."},{"label":"Erin McCarty","detail":"Member in the 50% to 75% ownership band and a control person, since March 2025."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"1415 Piedmont DR. E, Suite 1","city":"Tallahassee","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"850-583-5377","stateRegisteredReps":4,"otherAdviserReps":1,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Educational seminars/workshops","Other"],"financialPlanningClients":"251-500","assetMix":[{"label":"Exchange-traded equity securities","percent":37},{"label":"Securities issued by registered investment companies or business development companies","percent":61},{"label":"Cash and cash equivalents","percent":1},{"label":"Other","percent":1,"detail":"US Gov Bonds, Corp Bonds, Options"}],"privateFunds":0},"sources":{"adv1FilingDate":"26 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/335347/PDF/335347.pdf","brochureDate":"25 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026544","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Cycap Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Cycap Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Cycap Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Cycap Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Cycap Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Cycap Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Cycap Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Cycap Partners?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 26 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}