Cypress Capital Group

Cypress Capital Group is a fee-only investment adviser registered with the securities regulator of Florida, with its main office in Palm Beach, Florida. On its latest Form ADV, filed March 20, 2026, it reports $63M in regulatory assets under management, 45 individual clients and 2 employees who give 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	State-registered: Florida
Firm CRD number	121923 · SEC file 801-61733
Office	251 Royal Palm Way Suite 500 Palm Beach, FL 33480
Phone	(561) 659-5889
Website	Not listed
Regulatory assets under management	$63M ($63M discretionary)
Individual clients	8 non-high-net-worth, 37 high-net-worth
Financial planning clients	Not reported
How it charges	Percentage of assets
Services	Portfolio management, Selection of other advisers
Employees	7
Disciplinary disclosures	None reported
Latest Form ADV filing	March 20, 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 high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
• It reports no disciplinary history on Form ADV.

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 Palm Beach

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• Dudley & Shanley, Inc. $747M

See all 9 fee-only advisers in Palm Beach →

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