Black Cypress Capital

Black Cypress Capital is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with a mailing address in Ponte Vedra Beach, Florida (its office is a private residence, so the street address is not published). On its latest Form ADV, filed March 25, 2026, it reports $305M in regulatory assets under management, 68 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	151100 · SEC file 801-118943
Office	Ponte Vedra Beach, FL (mailing address; office not published)
Phone	(904) 280-6767
Website	blackcypresscapital.com
Regulatory assets under management	$305M ($145M discretionary)
Individual clients	49 non-high-net-worth, 19 high-net-worth
Financial planning clients	0
How it charges	Percentage of assets
Services	Portfolio management
Employees	4
Disciplinary disclosures	Yes, see SEC record
Latest Form ADV filing	March 25, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Ponte Vedra Beach

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• Total Wealth Planning and Management, Inc. $239M
• Skyview Financial Group, LLC $287M
• Vigil Wealth Management, LLC $186M
• Truewater Wealth $74M
• Mos Capital, Inc. $230M

See all 16 fee-only advisers in Ponte Vedra Beach →

Nearby

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• Jacksonville Beach 7 firms
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• Neptune Beach 1 firm
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• Fleming Island 1 firm
• Green Cove Springs 1 firm