Cypress Capital, LLC

Overview

Cypress Capital, LLC is an SEC registered investment adviser based in Franklin, TN, registered since 2014. It reports $426M in assets under management across 1,547 accounts, with 12 employees. It has 9 investment adviser representatives.

Reported AUM

$426M

Discretionary

100%

Accounts

1,547

Average account

$275K

Employees

12

Advisory reps

9

Registered since

2014

Jurisdictions

19

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Periodicals or Newsletters
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges, Percentage of Assets and Subscription Fees. Sponsors a wrap fee program.

Executive officers 3 of 3

• Laura Fonzo Brooks Chief Compliance Officer CRD 4100890
• Mark Tomas Dodson Member CRD 3173377
• Michael Preston Brooks Member CRD 4143729

Advisory reps 3 of 9

• William Ray Bevins Jr. Insurance Agent · Investment Adviser Rep CRD 2638266
• Michael Preston Brooks Investment Adviser Rep CRD 4143729
• Mark Tomas Dodson Investment Adviser Rep CRD 3173377

6 more advisory reps, with emails, phones and branch locations

Location

Headquarters

436 Main St Ste 205
Franklin, TN 37064

County

Williamson

Metro area

Nashville-Davidson--Murfreesboro--Franklin, TN

Region

South

Registrations

• SEC registered
• Registered in 19 jurisdictions
• Website: cypresscapital.com

Every state, with registration dates

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