Cypress Capital Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Cypress Capital Management reports 196 clients. They include 146 individual clients, 39 high-net-worth individuals and 6 charitable organizations. Of its assets, 100.0% ($122M across 373 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 74% | 34% |
| High-net-worth individuals | 20% | 56% |
| Charitable organizations | 3% | 8% |
| Corporations and other businesses | 3% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 146 | $40.9M | 33.6% | $280K |
| High-net-worth individuals | 39 | $68.3M | 56.2% | $1.75M |
| Charitable organizations | 6 | $9.52M | 7.8% | $1.59M |
| Corporations and other businesses | 5 | $2.94M | 2.4% | $589K |
| Total | 196 | $122M | 100% | $621K |
- Clients
- 146
- Regulatory AUM
- $40.9M
- AUM share
- 33.6%
- Avg. per client
- $280K
- Clients
- 39
- Regulatory AUM
- $68.3M
- AUM share
- 56.2%
- Avg. per client
- $1.75M
- Clients
- 6
- Regulatory AUM
- $9.52M
- AUM share
- 7.8%
- Avg. per client
- $1.59M
- Clients
- 5
- Regulatory AUM
- $2.94M
- AUM share
- 2.4%
- Avg. per client
- $589K
Total
- Clients
- 196
- Regulatory AUM
- $122M
- AUM share
- 100%
- Avg. per client
- $621K
- 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
- 0
Cypress Capital Management charges 0.40%–1.00% a year for its Investment management. The fee is billed in arrears, is negotiable and has a $100 annual minimum.
Fee details and sources
Matthew Ebzery owns 75% or more of Cypress Capital Management. The leadership team of Cypress Capital Management includes Chief Compliance Officer Denise Ebzery. It has 4 employees, 2 of them in advisory roles.
Staff
- 4 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Cypress Capital Management, LLC
Matthew Ebzery
Control person · since January 2010
- Owns 5% to 10% of Cypress Capital Management, LLC
Kristin Herbst
since February 2012
Cypress Capital Management’s regulatory assets fell from $139M (February 2021) to $122M (March 2026); clients were 196 in both filings and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $122M | 196 | 4 | 1 |
| Apr 2025April 2025 | $102M | 193 | 4 | 1 |
| Feb 2024February 2024 | $108M | 191 | 4 | 1 |
| Feb 2023February 2023 | $103M | 188 | 4 | 1 |
| Feb 2022February 2022 | $140M | 197 | 4 | 1 |
| Feb 2021February 2021 | $139M | 187 | 4 | 1 |
Besides its headquarters, Cypress Capital Management has 0 offices, with 1 listed address in 1 state.
Wyoming · 1 listed address
- 312 Whitney Lane Suite 1a, SheridanHQ
Contact and registration details
- Legal name
- Cypress Capital Management, LLC
- Headquarters
- 312 Whitney Lane Suite 1a, Sheridan, WY 82801
- Website
- cypresscapitalmanagement.com
- Phone
- 307-674-1770
- SEC file
- 801-62811
- Structure
- Wyoming LLC
- Fiscal year end
- December
Cypress Capital Management’s named custodians for separately managed accounts are Charles Schwab ($122M, 99%) and Morgan Stanley ($612K, 1%). Cypress Capital Management does not have custody of client assets.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $122M99%
- Morgan StanleyMorgan Stanley & Co. LLC · New York, NY · $612K1%
At year end, Cypress Capital Management’s separately managed accounts were mostly in stocks (84%) and cash (10%).
What the accounts hold
- Stocks84%
- Funds6%
- Bonds1%
- Cash10%
How many clients does Cypress Capital Management have?
Cypress Capital Management has 196 clients and manages $122 million for them, as of March 2026. They include 146 individual clients, 39 high-net-worth individuals and 6 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 March 2026
What services does Cypress Capital Management offer?
Cypress Capital Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Cypress Capital Management charge?
Cypress Capital Management charges 0.40%–1.00% a year for its Investment management. The fee is billed in arrears, is negotiable and has a $100 annual minimum.
Source: 2A BROCHURE, filed 4 March 2026
Which custodians does Cypress Capital Management use?
Cypress Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $122M and Morgan Stanley & Co. LLC (New York, NY), with $612K. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 March 2026
How many financial advisors does Cypress Capital Management have?
Cypress Capital Management has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Capital Management invest in?
At the end of its last fiscal year, Cypress Capital Management’s separately managed accounts held 84% exchange-traded equities, 10% cash and equivalents, 6% registered funds (mutual funds, ETFs, BDCs) and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Cypress Capital Management?
Cypress Capital Management’s direct owners are Matthew Ebzery (75% or more) and Kristin Herbst (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 4 March 2026
How does Cypress Capital Management get paid?
Cypress Capital Management is paid through a percentage of assets under management 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 Capital Management?
Cypress Capital Management’s main office is at 312 Whitney Lane Suite 1a, Sheridan, WY 82801. Its phone number is 307-674-1770. Its website is cypresscapitalmanagement.com.
