DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Cypress Capital
Legal name Cycap Partners, LLC
Latest filing Mar 26, 2026
First filing on the tape May 23, 2025 · 5 filings
SEC status approved since May 5, 2025
RAUM
$143M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
81%
$116M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$35.8M
derived; firm RAUM over IAPD count
Employees
6
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$143M as of Mar 26, 2026
May 23, 2025$0 then
HNW client RAUM$65.7M as of Mar 26, 2026
Jun 27, 2025$48.9M then
State-registered IARs (5.B.3)4 as of Mar 26, 2026
May 23, 20250 then
Employees (5.A)6 as of Mar 26, 2026
May 23, 20254 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Mar 26, 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
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $35.8MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 65derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.3MderivedHNW RAUM over HNW clients
- Average account
- $295,878derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 1.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, educational seminars, otherreportedItem 5.G
- Wrap fee program
- $104MreportedItem 5.I
- 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)
- compensates persons for client referrals (8.G.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$65.7M49%
- Individuals$50.7M38%
- Corporations and businesses$16.6M12%
- Charitable organizations$1.1M0.8%
- Pension and profit-sharing plans$825,0900.6%
- Individual clients
- 232reported
- HNW clients
- 28reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 484reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.81 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=2.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Mary Kathryn ClarkCertified Financial Planner | Tallahassee, Fl | Feb 22, 2021 | 16 y | 3 |
| Erin M MccartyCertified Financial Planner | Tallahassee, Fl | May 23, 2025 | 12 y | 3 |
| Tyler J Mckibbin | Tallahassee, Fl | May 28, 2025 | 12 y | 1 |
| Nathaniel Thomas Blanco | Tallahassee, Fl | Jun 2, 2025 | 13 y | 1 |
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
- Nathaniel Thomas Blanco from Independent Advisor Alliance, LLCJun 2, 2025 · Other
- Tyler J Mckibbin from Tallahassee Financial Advisors, Inc.May 28, 2025 · Other
- Erin M Mccarty from Independent Advisor Alliance, LLCMay 23, 2025 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Independent Advisor Alliance, LLCMay 23, 2025 · Tallahassee, Fl
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Kathryn Mary Clark · Chief Compliance Officercontrolsince 03/2025 · owns 50% to 75%
- M Erin Mccarty · Membercontrolsince 03/2025 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Tallahassee, Fl · principal | 4 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 391 to 484Sep 24, 2025 to Mar 26, 2026
- Advisory activities · 5 to 6Sep 24, 2025 to Mar 26, 2026
- BD registered reps · 3 to 2Sep 24, 2025 to Mar 26, 2026
- HNW clients · 24 to 28Sep 24, 2025 to Mar 26, 2026
- Individual clients · 191 to 232Sep 24, 2025 to Mar 26, 2026
- Financial planning clients · 0 to 251-500Sep 24, 2025 to Mar 26, 2026
- Discretionary RAUM · $118M to $143MSep 24, 2025 to Mar 26, 2026
- HNW RAUM · $48.9M to $65.7MSep 24, 2025 to Mar 26, 2026
- Individual RAUM · $46.2M to $50.7MSep 24, 2025 to Mar 26, 2026
- Non-discretionary RAUM · $0 to $125,208Sep 24, 2025 to Mar 26, 2026
- Pension RAUM · unset to 825090.0Sep 24, 2025 to Mar 26, 2026
- RAUM · $118M to $143MSep 24, 2025 to Mar 26, 2026
- Financial planning clients · 0 to 0Jul 8, 2025 to Sep 24, 2025
- Accounts · 0 to 391May 23, 2025 to Jun 27, 2025
- BD registered reps · 2 to 3May 23, 2025 to Jun 27, 2025
- Corporate clients · unset to 7.0May 23, 2025 to Jun 27, 2025
- HNW clients · unset to 24.0May 23, 2025 to Jun 27, 2025
- Individual clients · unset to 191.0May 23, 2025 to Jun 27, 2025
- Employees · 4 to 6May 23, 2025 to Jun 27, 2025
- Insurance-licensed employees · 0 to 1May 23, 2025 to Jun 27, 2025
- State-registered IARs · 0 to 4May 23, 2025 to Jun 27, 2025
- Discretionary RAUM · $0 to $118MMay 23, 2025 to Jun 27, 2025
- HNW RAUM · unset to 48942801.0May 23, 2025 to Jun 27, 2025
- Individual RAUM · unset to 46209584.0May 23, 2025 to Jun 27, 2025
- RAUM · $0 to $118MMay 23, 2025 to Jun 27, 2025
Signals
1 dated events
- 2 advisors left Independent Advisor Alliance, LLC (Tallahassee, FL) for Cypress Capital on the same dayMay 23, 2025 · Team lift-out · derived
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 phone
- 850-583-5377reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/65337168/admin/dashboardreportedpublic record, Form ADV, Sep 17, 2026
- Website
- cypress.capitalreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 850-583-5377reportedpublic record, Form ADV, Mar 26, 2026
- Team page
- cypress.capital/teamreportedpublished by the firm, firm site, Sep 16, 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
- $35.8Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026