DFX Intelligence
RIA Intelligence
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SEC-registered adviser
B•••• C•••••• C••••••
Legal name B•••• C•••••• C•••••• M••••••••• L••
Latest filing Mar 25, 2026
First filing on the tape May 19, 2020 · 10 filings
SEC status approved since Jun 19, 2020
RAUM
$305M
reported, Item 5.F
Discretionary
48%
of RAUM
Private clients
81%
$248M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$305M
derived; firm RAUM over IAPD count
Employees
4
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$305M as of Mar 25, 2026
Mar 29, 2021$133M then
HNW client RAUM$208M as of Mar 25, 2026
Mar 29, 2021$94.3M then
State-registered IARs (5.B.3)1 as of Mar 25, 2026
Mar 29, 20211 then
Employees (5.A)4 as of Mar 25, 2026
Mar 29, 20211 then
Private funds: no history
RAUM +21% over the last fiscal year+20% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Mar 25, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $305MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 68derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $11.0MderivedHNW RAUM over HNW clients
- Average account
- $2.0MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 48%derivedof RAUM
- Institutional
- 15%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 4.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +21%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +4.6%derived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$208M68%
- Charitable organizations$46.2M15%
- Individuals$39.8M13%
- Corporations and businesses$10.3M3.4%
- Individual clients
- 49reported
- HNW clients
- 19reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 154reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.81 fund_share=0.0 institutional_share=0.15 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| A••• R••• H••••••Chartered Financial Analyst | Ponte Vedra Beach, Fl, Fl | Dec 2, 2025 | 17 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- H••••••• A•••• R••• · Chief Compliance Officer, Managing Membercontrolsince 07/2009 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 148 to 154Mar 28, 2025 to Mar 25, 2026
- HNW clients · 18 to 19Mar 28, 2025 to Mar 25, 2026
- Individual clients · 47 to 49Mar 28, 2025 to Mar 25, 2026
- Discretionary RAUM · $120M to $145MMar 28, 2025 to Mar 25, 2026
- HNW RAUM · $178M to $208MMar 28, 2025 to Mar 25, 2026
- Individual RAUM · $30.3M to $39.8MMar 28, 2025 to Mar 25, 2026
- Non-discretionary RAUM · $133M to $159MMar 28, 2025 to Mar 25, 2026
- RAUM · $253M to $305MMar 28, 2025 to Mar 25, 2026
- Accounts · 132 to 148Mar 28, 2024 to Mar 28, 2025
- Charity clients · 2.0 to unsetMar 28, 2024 to Mar 28, 2025
- Corporate clients · 2.0 to unsetMar 28, 2024 to Mar 28, 2025
- HNW clients · 16 to 18Mar 28, 2024 to Mar 28, 2025
- Individual clients · 40 to 47Mar 28, 2024 to Mar 28, 2025
- Financial planning clients · 0 to 0Mar 28, 2024 to Mar 28, 2025
- HQ city · unset to Mar 28, 2024 to Mar 28, 2025
- HQ state · unset to Mar 28, 2024 to Mar 28, 2025
- Discretionary RAUM · $103M to $120MMar 28, 2024 to Mar 28, 2025
- HNW RAUM · $155M to $178MMar 28, 2024 to Mar 28, 2025
- Individual RAUM · $22.7M to $30.3MMar 28, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $119M to $133MMar 28, 2024 to Mar 28, 2025
- RAUM · $221M to $253MMar 28, 2024 to Mar 28, 2025
- Accounts · 118 to 132Mar 16, 2023 to Mar 28, 2024
- Charity clients · unset to 2.0Mar 16, 2023 to Mar 28, 2024
- Corporate clients · unset to 2.0Mar 16, 2023 to Mar 28, 2024
- Individual clients · 37 to 40Mar 16, 2023 to Mar 28, 2024
- Employees · 1 to 4Mar 16, 2023 to Mar 28, 2024
- Discretionary RAUM · $80.1M to $103MMar 16, 2023 to Mar 28, 2024
- HNW RAUM · $125M to $155MMar 16, 2023 to Mar 28, 2024
- Individual RAUM · $14.9M to $22.7MMar 16, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $98.0M to $119MMar 16, 2023 to Mar 28, 2024
- RAUM · $178M to $221MMar 16, 2023 to Mar 28, 2024
- Accounts · 104 to 118Mar 22, 2022 to Mar 16, 2023
- Individual clients · 34 to 37Mar 22, 2022 to Mar 16, 2023
- Discretionary RAUM · $84.0M to $80.1MMar 22, 2022 to Mar 16, 2023
- HNW RAUM · $134M to $125MMar 22, 2022 to Mar 16, 2023
- Individual RAUM · $14.0M to $14.9MMar 22, 2022 to Mar 16, 2023
- Non-discretionary RAUM · $107M to $98.0MMar 22, 2022 to Mar 16, 2023
- RAUM · $191M to $178MMar 22, 2022 to Mar 16, 2023
- Accounts · 87 to 104Aug 20, 2021 to Mar 22, 2022
- Advisory activities · 3 to 2Aug 20, 2021 to Mar 22, 2022
Signals
1 dated events
- B•••• C•••••• C•••••• filed its initial SEC registration (Form ADV)May 19, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- i•••@b•••••••••.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 904-280-6767reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/black-cypress-capital-managementreportedpublic record, Form ADV, Sep 21, 2026
- Website
- b•••••••••.comreportedpublic record, Form ADV, Sep 21, 2026
- Principal office phone
- 904-280-6767reportedpublic record, Form ADV, Mar 25, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $305Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026