DFX Intelligence

Data Factory

RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

BLUE CYPRESS WEALTH MANAGEMENT, LLC

CRD 304657

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b91d8bcf-a598-5250-830a-6b71827a59ae

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 18, 2026 to Mar 18, 2026
1 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $14.8MItem 5.F on the latest filing (2026-03-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $14.8M
Private client RAUM: $14.8MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 140
Individual clients: 50
High net worth clients: 10
CRD: 304657
Filings on the tape: 1
First filed: Mar 18, 2026
Latest filed: Mar 18, 2026
Organised: Limited Liability Company, LA
Website: bluecypresswealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Richard Francis Chautin	n/a	BATON ROUGE, LA	5	10	3	no
Dexter Andrew Gary	n/a	BATON ROUGE, LA	5	13	3	no

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CETERA INVESTMENT ADVISERS LLC	2	Jul 19, 2019	Jul 18, 2019	BATON ROUGE, LA	Team lift out	Ibd to state RIA	0.1%

Relationships

Registered with (2)

← Richard Francis ChautinAdvisorregistration: previous registration
Jul 18, 2019 to Dec 31, 2020factForm ADV
← Dexter Andrew GaryAdvisorregistration: previous registration
Jul 18, 2019 to Dec 31, 2020factForm ADV

Moved with (1)

← CETERA INVESTMENT ADVISERS LLCRegistered adviser2 advisors, team lift out, same day
Jul 19, 2019 to Jul 18, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b91d8bcf-a598-5250-830a-6b71827a59ae
First observed: Mar 18, 2026
Last observed: Mar 18, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BLUE CYPRESS WEALTH MANAGEMENT, LLC

CRD 304657

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b91d8bcf-a598-5250-830a-6b71827a59ae

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:12 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Richard Francis Chautin

n/a

BATON ROUGE, LA

Dexter Andrew Gary

n/a

BATON ROUGE, LA

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CETERA INVESTMENT ADVISERS LLC

Jul 19, 2019

Jul 18, 2019

BATON ROUGE, LA

Team lift out

Ibd to state RIA

0.1%