Sign in Sign up for free

Cypress Advisory Services Ltd., LLP (Houston)


Cypress Advisory Services Ltd., LLP is a large advisory firm based in Houston. It manages $190.75 million of regulatory assets for 846 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Louisiana and Texas.

Logo



Cypress Advisory Services Ltd. provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Cypress Advisory Services Ltd.: assets under management

The assets under management (AUM) of Cypress Advisory Services Ltd., LLP is $190.75 million. The firm's AUM has grown by 648% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $178.17 million in discretionary accounts and $12.58 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $258.22 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $80.63 thousand.
Cypress Advisory Services Ltd. has custody of $40.4 million in cash and securities for 83 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cypress Advisory Services Ltd., LLP for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Kurt Louis Box Principal 1 Mar 2016 25% - 50% 4428158
Coleman Edward Campbell Principal 1 Mar 2016 25% - 50% 2805109

Based in Houston

The principal office where Cypress Advisory Services Ltd., LLP performs its advisory services is located at 920 Memorial City Way, Houston, TX 77024, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-827-8014 or by fax 713-827-0493. The normal business hours are 8 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at cypressadvisory.com.


Registered investment advisers similar to Cypress Advisory Services Ltd., LLP