Cypress Capital Management, LLC

Overview

Cypress Capital Management, LLC is an SEC registered investment adviser based in Sheridan, WY, registered since 2004. It reports $122M in assets under management across 373 accounts, with 4 employees. It has 2 investment adviser representatives.

Reported AUM

$122M

Discretionary

100%

Accounts

373

Average account

$326K

Employees

4

Advisory reps

2

Registered since

2004

Jurisdictions

6

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 3

• Matthew McGregor Ebzery Managing Member CRD 5196355
• Denise Noel Ebzery Chief Compliance Officer CRD 7864161
• Kristin Louise Herbst Advisor CRD 6138571

Advisory reps 2 of 2

• Matthew Mcgregor Ebzery Investment Adviser Rep CRD 5196355
• Kristin Louise Herbst Investment Adviser Rep CRD 6138571

Location

Headquarters

312 Whitney Ln Ste 1A
Sheridan, WY 82801

County

Sheridan

Metro area

Sheridan, WY

Region

West

Registrations

• SEC registered
• Registered in 6 jurisdictions
• Website: cypresscapitalmanagement.com

Every state, with registration dates

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