Cypress Advisory Group provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 1–10 clients last fiscal year.
Cypress Advisory Group reports 24 clients. They include 14 high-net-worth individuals and 10 individual clients. Of its assets, 100.0% ($153M across 86 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 42% | 2% |
| High-net-worth individuals | 58% | 98% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 10 | $3.81M | 2.5% | $381K |
| High-net-worth individuals | 14 | $149M | 97.5% | $10.6M |
| Total | 24 | $153M | 100% | $6.36M |
- Clients
- 10
- Regulatory AUM
- $3.81M
- AUM share
- 2.5%
- Avg. per client
- $381K
- Clients
- 14
- Regulatory AUM
- $149M
- AUM share
- 97.5%
- Avg. per client
- $10.6M
Total
- Clients
- 24
- Regulatory AUM
- $153M
- AUM share
- 100%
- Avg. per client
- $6.36M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Cypress Advisory Group charges 0.90%–1.35% a year for its Asset Management. The fee is billed in advance, is negotiable and requires an account of at least $500,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Hourly rates are $200 for the principal, $150 for the design analyst and $60 for administrative staff, or flat fees of $1,500 to $10,000.
Geoffrey Grenert owns 75% or more of Cypress Advisory Group. The leadership team of Cypress Advisory Group includes Chief Compliance Officer Geoffrey Grenert. It has 7 employees, 2 of them in advisory roles.
Leadership
- Geoffrey GrenertChief Compliance Officer and Managing Member
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 7 employees
- 2 in advisory functions
- 3 state-registered reps
- 3 broker-dealer reps
- 3 insurance agents
- Owns 75% or more of Cypress Advisory Group, LLC
Geoffrey Grenert
Control person · since June 2014
Cypress Advisory Group’s regulatory assets grew from $127M (February 2022) to $153M (January 2026); clients fell from 36 to 24 and employees were 7 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jan 2026January 2026 | $153M | 24 | 7 | 2 |
| May 2025May 2025 | $123M | 33 | 8 | 2 |
| Jan 2024January 2024 | $110M | 40 | 7 | 2 |
| Feb 2023February 2023 | $108M | 25 | 7 | 2 |
| Feb 2022February 2022 | $127M | 36 | 7 | 2 |
Besides its headquarters, Cypress Advisory Group has 1 office, with 2 listed addresses across 2 states.
Arizona · 1 listed address
- 6424 E. Greenway Parkway, Suite 100, ScottsdaleHQ
Nevada · 1 listed address
- 9100 Double Diamond Parkway, Reno
Other business names
Cypress Advisory Group has reported 1 other business name to the SEC.
- Sierra Legacy Group
Contact and registration details
- Legal name
- Cypress Advisory Group, LLC
- Headquarters
- 6424 E. Greenway Parkway, Suite 100, Scottsdale, AZ 85254
- Website
- sierralegacygroup.com
- Phone
- 775-322-4500
- SEC file
- 801-122455
- Structure
- Nevada LLC
- Fiscal year end
- December
Cypress Advisory Group’s named custodian for separately managed accounts is Charles Schwab ($153M). Cypress Advisory Group does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $153M100%
At year end, Cypress Advisory Group’s separately managed accounts were mostly in stocks (73%) and funds (25%). Its reported 13F holdings for the quarter ended 30 June 2026 total $129M across 79 positions; the largest are iShares TR (13.8%), Berkshire Hathaway Inc. Del (5.1%) and Microsoft Corp. (4.7%).
What the accounts hold
- Stocks73%
- Funds25%
- Cash2%
Reported 13F holdings
- $129M
- Reported 13F value
- 79
- Positions
- 45.3%
- In the 10 largest
- −1.6%
- Value vs. prior quarter
- iShares TR · Trust Ishare 0-113.8%
- Berkshire Hathaway Inc. Del · CL B New5.1%
- Microsoft Corp.4.7%
- Ross Stores Inc.4.3%
- TJX Cos Inc. New4.0%
- Apple Inc.3.1%
- Cummins Inc.2.9%
- Allegion PLC2.6%
- Lockheed Martin Corp.2.5%
- Visa Inc. · Com CL A2.3%
Together, the ten largest are 45.3% of reported value.
How many clients does Cypress Advisory Group have?
Cypress Advisory Group has 24 clients and manages $153 million for them, as of January 2026. They include 14 high-net-worth individuals and 10 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 January 2026
What services does Cypress Advisory Group offer?
Cypress Advisory Group provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Cypress Advisory Group charge?
Cypress Advisory Group charges 0.90%–1.35% a year for its Asset Management. The fee is billed in advance, is negotiable and requires an account of at least $500,000.
Source: FORM ADV PART 2A - FIRM BROCHURE, filed 22 January 2026
Which custodians does Cypress Advisory Group use?
Cypress Advisory Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $153M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 January 2026
How many financial advisors does Cypress Advisory Group have?
Cypress Advisory Group has 3 investment adviser representatives registered with state securities authorities, out of 7 employees, and 2 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 3 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 Cypress Advisory Group invest in?
At the end of its last fiscal year, Cypress Advisory Group’s separately managed accounts held 73% exchange-traded equities, 25% registered funds (mutual funds, ETFs, BDCs) and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Cypress Advisory Group have a minimum investment?
Yes, Cypress Advisory Group’s minimum account size for its Asset Management is $500K.
Source: FORM ADV PART 2A - FIRM BROCHURE, filed 22 January 2026
Who owns Cypress Advisory Group?
Cypress Advisory Group’s direct owner is Geoffrey Grenert (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 22 January 2026
How does Cypress Advisory Group get paid?
Cypress Advisory Group 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 Cypress Advisory Group?
Cypress Advisory Group’s main office is at 6424 E. Greenway Parkway, Suite 100, Scottsdale, AZ 85254. Its phone number is 775-322-4500. Its website is sierralegacygroup.com.