CYPRESS CAPITAL, LLC

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Cypress Capital is based out of Franklin. Cypress Capital is a large advisory firm with 260 clients and discretionary assets under management (AUM) of $185,746,676 (Form ADV from 2020-04-28). Whalewisdom has at least 5 13F filings

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03/31/2020

Top Buys

  • Name% Change

03/31/2020

Top Sells

  • Name% Change

03/31/2020

13F Holdings Summary

No holdings for current quarter

12/31/2019

13F Activity

  • Market Value $237.834 Million
  • Prior Market Value $217.552 Million
  • New Purchases3 stocks
  • Additional Purchases42 stocks
  • Sold out of3 stocks
  • Reduced holdings in20 stocks
  • Top 10 Holdings % 73.55 %
  • Turnover % [1]:9.23%
  • Turnover Alt % [2]: 8.78 %
  • Time Held Top20:3.20 quarters
  • Time Held Top10:3.80 quarters
  • Time Held All:3.62 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

12/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 4.34%
Performance Last 4 Quarters: 16.45%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

CYPRESS CAPITAL ADVISORS, LLC
436 MAIN ST. SUITE 205
FRANKLIN TN    37064
Country: United States

Business Phone: 615-467-6075
Fax: 877-632-4317
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: TN
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 5,716,480
Total Number of Clients: 260
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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CYPRESS CAPITAL ADVISORS, LLC

ownership team - last updated 2020-03-30
Name Title Start Date Direct/Indirect % Ownership

CYPRESS CAPITAL ADVISORS, LLC

ownership team - last updated 2019-12-03
Name Title Start Date Direct/Indirect % Ownership
CYPRESS CAPITAL, LLC SOLE MEMBER 05/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
CYPRESS CAPITAL ADVISORS, LLC SOLE MEMBER direct 2017-05-01
Luther, Taylor, Reigh CHIEF COMPLIANCE OFFICER 11/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
CYPRESS CAPITAL, LLC CHIEF COMPLIANCE OFFICER direct 2019-11-01
CYPRESS CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2019-11-01
DODSON, MARK, TOMAS MEMBER CYPRESS CAPITAL, LLC 04/01/2014 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
HAYS ADVISORY, LLC MEMBER, EXECUTIVE VICE PRESIDENT direct 2001-01-01
CYPRESS CAPITAL, LLC MEMBER direct 2014-04-01
CYPRESS CAPITAL ADVISORS, LLC MEMBER indirect 2014-04-01
HAYS CAPITAL MANAGEMENT, LLC MEMBER direct 2015-02-01
HAYS ADVISORY GROUP, L.L.C. DIRECTOR OF RESEARCH direct 2001-01-01 2005-05-11
HAYS ADVISORY, LLC EXECUTIVE VICE PRESIDENT direct 2001-01-01 2013-04-01
CYPRESS CAPITAL, LLC MEMBER indirect 2015-02-01 2015-07-10
BROOKS, MICHAEL, PRESTON MEMBER CYPRESS CAPITAL, LLC 04/01/2014 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
CYPRESS CAPITAL, LLC MEMBER direct 2014-04-01
CYPRESS CAPITAL ADVISORS, LLC MEMBER indirect 2014-04-01

CYPRESS CAPITAL ADVISORS, LLC

ownership team - last updated 2019-05-15
Name Title Start Date Direct/Indirect % Ownership
CYPRESS CAPITAL, LLC SOLE MEMBER 05/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
CYPRESS CAPITAL ADVISORS, LLC SOLE MEMBER direct 2017-05-01
VASQUEZ, WENDY, LYNN CHIEF COMPLIANCE OFFICER 05/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
HAYS ADVISORY, LLC CHIEF COMPLIANCE OFFICER direct 2001-11-01
CYPRESS CAPITAL, LLC CHIEF COMPLIANCE OFFICER direct 2014-04-01
HAYS CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2015-02-01
CYPRESS CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2017-05-01
DODSON, MARK, TOMAS MEMBER CYPRESS CAPITAL, LLC 04/01/2014 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
HAYS ADVISORY, LLC MEMBER, EXECUTIVE VICE PRESIDENT direct 2001-01-01
CYPRESS CAPITAL, LLC MEMBER direct 2014-04-01
CYPRESS CAPITAL ADVISORS, LLC MEMBER indirect 2014-04-01
HAYS CAPITAL MANAGEMENT, LLC MEMBER direct 2015-02-01
HAYS ADVISORY GROUP, L.L.C. DIRECTOR OF RESEARCH direct 2001-01-01 2005-05-11
HAYS ADVISORY, LLC EXECUTIVE VICE PRESIDENT direct 2001-01-01 2013-04-01
CYPRESS CAPITAL, LLC MEMBER indirect 2015-02-01 2015-07-10
HAYS, JEFFREY, DAVID MEMBER CYPRESS CAPITAL, LLC 04/01/2014 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
HAYS ADVISORY, LLC SOLE TRUSTEE indirect 2007-12-01
CYPRESS CAPITAL, LLC MEMBER direct 2014-04-01
CYPRESS CAPITAL ADVISORS, LLC MEMBER indirect 2014-04-01
HAYS CAPITAL MANAGEMENT, LLC CHIEF MANAGER direct 2015-02-01
HAYS ADVISORY, LLC CHAIRMAN OF THE BOARD, MEMBER, DIRECTOR OF PRODUCT DEVELOPMENT direct 2016-07-01
CYPRESS CAPITAL ADVISORS, LLC PRESIDENT direct 2017-05-01
HAYS ADVISORY GROUP, L.L.C. VICE PRESIDENT direct 2001-10-01 2005-05-11
HAYS ADVISORY, LLC PRESIDENT direct 2001-10-01 2013-04-01
CYPRESS CAPITAL, LLC CHIEF MANAGER indirect 2015-02-01 2015-07-10
HAYS ADVISORY, LLC MEMBER, PRESIDENT direct 2001-10-01 2016-03-31
HAYS, KEITH, ALAN MEMBER CYPRESS CAPITAL, LLC 04/01/2014 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
CYPRESS CAPITAL, LLC MEMBER direct 2014-04-01
CYPRESS CAPITAL ADVISORS, LLC MEMBER indirect 2014-04-01
HAYS CAPITAL MANAGEMENT, LLC MEMBER direct 2015-02-01
HAYS ADVISORY, LLC MEMBER, PRESIDENT direct 2016-07-01
HAYS ADVISORY GROUP, L.L.C. VICE PRESIDENT direct 2001-10-01 2005-05-11
HAYS ADVISORY, LLC EXECUTIVE VICE PRESIDENT/SECRETARY direct 2001-10-01 2013-04-01
CYPRESS CAPITAL, LLC MEMBER indirect 2015-02-01 2015-07-10
HAYS ADVISORY, LLC MEMBER, EXECUTIVE VICE PRESIDENT/SECRETARY direct 2001-10-01 2016-03-31
BROOKS, MICHAEL, PRESTON MEMBER CYPRESS CAPITAL, LLC 04/01/2014 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
CYPRESS CAPITAL, LLC MEMBER direct 2014-04-01
CYPRESS CAPITAL ADVISORS, LLC MEMBER indirect 2014-04-01

CYPRESS CAPITAL ADVISORS, LLC

ownership team - last updated 2019-03-21
Name Title Start Date Direct/Indirect % Ownership
CYPRESS CAPITAL, LLC SOLE MEMBER 05/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
CYPRESS CAPITAL ADVISORS, LLC SOLE MEMBER direct 2017-05-01
VASQUEZ, WENDY, LYNN CHIEF COMPLIANCE OFFICER 05/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
HAYS ADVISORY, LLC CHIEF COMPLIANCE OFFICER direct 2001-11-01
CYPRESS CAPITAL, LLC CHIEF COMPLIANCE OFFICER direct 2014-04-01
HAYS CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2015-02-01
CYPRESS CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2017-05-01
DODSON, MARK, TOMAS MEMBER CYPRESS CAPITAL, LLC 04/01/2014 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
HAYS ADVISORY, LLC MEMBER, EXECUTIVE VICE PRESIDENT direct 2001-01-01
CYPRESS CAPITAL, LLC MEMBER direct 2014-04-01
CYPRESS CAPITAL ADVISORS, LLC MEMBER indirect 2014-04-01
HAYS CAPITAL MANAGEMENT, LLC MEMBER direct 2015-02-01
HAYS ADVISORY GROUP, L.L.C. DIRECTOR OF RESEARCH direct 2001-01-01 2005-05-11
HAYS ADVISORY, LLC EXECUTIVE VICE PRESIDENT direct 2001-01-01 2013-04-01
CYPRESS CAPITAL, LLC MEMBER indirect 2015-02-01 2015-07-10
HAYS, JEFFREY, DAVID MEMBER CYPRESS CAPITAL, LLC 04/01/2014 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
HAYS ADVISORY, LLC SOLE TRUSTEE indirect 2007-12-01
CYPRESS CAPITAL, LLC MEMBER direct 2014-04-01
CYPRESS CAPITAL ADVISORS, LLC MEMBER indirect 2014-04-01
HAYS CAPITAL MANAGEMENT, LLC CHIEF MANAGER direct 2015-02-01
HAYS ADVISORY, LLC CHAIRMAN OF THE BOARD, MEMBER, DIRECTOR OF PRODUCT DEVELOPMENT direct 2016-07-01
CYPRESS CAPITAL ADVISORS, LLC PRESIDENT direct 2017-05-01
HAYS ADVISORY GROUP, L.L.C. VICE PRESIDENT direct 2001-10-01 2005-05-11
HAYS ADVISORY, LLC PRESIDENT direct 2001-10-01 2013-04-01
CYPRESS CAPITAL, LLC CHIEF MANAGER indirect 2015-02-01 2015-07-10
HAYS ADVISORY, LLC MEMBER, PRESIDENT direct 2001-10-01 2016-03-31
HAYS, KEITH, ALAN MEMBER CYPRESS CAPITAL, LLC 04/01/2014 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
CYPRESS CAPITAL, LLC MEMBER direct 2014-04-01
CYPRESS CAPITAL ADVISORS, LLC MEMBER indirect 2014-04-01
HAYS CAPITAL MANAGEMENT, LLC MEMBER direct 2015-02-01
HAYS ADVISORY, LLC MEMBER, PRESIDENT direct 2016-07-01
HAYS ADVISORY GROUP, L.L.C. VICE PRESIDENT direct 2001-10-01 2005-05-11
HAYS ADVISORY, LLC EXECUTIVE VICE PRESIDENT/SECRETARY direct 2001-10-01 2013-04-01
CYPRESS CAPITAL, LLC MEMBER indirect 2015-02-01 2015-07-10
HAYS ADVISORY, LLC MEMBER, EXECUTIVE VICE PRESIDENT/SECRETARY direct 2001-10-01 2016-03-31
BROOKS, MICHAEL, PRESTON MEMBER CYPRESS CAPITAL, LLC 04/01/2014 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
CYPRESS CAPITAL, LLC MEMBER direct 2014-04-01
CYPRESS CAPITAL ADVISORS, LLC MEMBER indirect 2014-04-01

CYPRESS CAPITAL ADVISORS, LLC

ownership team - last updated 2017-06-14
Name Title Start Date Direct/Indirect % Ownership
CYPRESS CAPITAL, LLC SOLE MEMBER 05/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
CYPRESS CAPITAL ADVISORS, LLC SOLE MEMBER direct 2017-05-01
VASQUEZ, WENDY, LYNN CHIEF COMPLIANCE OFFICER 05/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
HAYS ADVISORY, LLC CHIEF COMPLIANCE OFFICER direct 2001-11-01
CYPRESS CAPITAL, LLC CHIEF COMPLIANCE OFFICER direct 2014-04-01
HAYS CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2015-02-01
CYPRESS CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2017-05-01
HAYS, JEFFREY, DAVID PRESIDENT 05/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
HAYS ADVISORY, LLC SOLE TRUSTEE indirect 2007-12-01
CYPRESS CAPITAL, LLC MEMBER direct 2014-04-01
CYPRESS CAPITAL ADVISORS, LLC MEMBER indirect 2014-04-01
HAYS CAPITAL MANAGEMENT, LLC CHIEF MANAGER direct 2015-02-01
HAYS ADVISORY, LLC CHAIRMAN OF THE BOARD, MEMBER, DIRECTOR OF PRODUCT DEVELOPMENT direct 2016-07-01
CYPRESS CAPITAL ADVISORS, LLC PRESIDENT direct 2017-05-01
HAYS ADVISORY GROUP, L.L.C. VICE PRESIDENT direct 2001-10-01 2005-05-11
HAYS ADVISORY, LLC PRESIDENT direct 2001-10-01 2013-04-01
CYPRESS CAPITAL, LLC CHIEF MANAGER indirect 2015-02-01 2015-07-10
HAYS ADVISORY, LLC MEMBER, PRESIDENT direct 2001-10-01 2016-03-31
DODSON, MARK, TOMAS MEMBER CYPRESS CAPITAL, LLC 04/01/2014 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
HAYS ADVISORY, LLC MEMBER, EXECUTIVE VICE PRESIDENT direct 2001-01-01
CYPRESS CAPITAL, LLC MEMBER direct 2014-04-01
CYPRESS CAPITAL ADVISORS, LLC MEMBER indirect 2014-04-01
HAYS CAPITAL MANAGEMENT, LLC MEMBER direct 2015-02-01
HAYS ADVISORY GROUP, L.L.C. DIRECTOR OF RESEARCH direct 2001-01-01 2005-05-11
HAYS ADVISORY, LLC EXECUTIVE VICE PRESIDENT direct 2001-01-01 2013-04-01
CYPRESS CAPITAL, LLC MEMBER indirect 2015-02-01 2015-07-10
HAYS, JEFFREY, DAVID MEMBER CYPRESS CAPITAL, LLC 04/01/2014 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
HAYS ADVISORY, LLC SOLE TRUSTEE indirect 2007-12-01
CYPRESS CAPITAL, LLC MEMBER direct 2014-04-01
CYPRESS CAPITAL ADVISORS, LLC MEMBER indirect 2014-04-01
HAYS CAPITAL MANAGEMENT, LLC CHIEF MANAGER direct 2015-02-01
HAYS ADVISORY, LLC CHAIRMAN OF THE BOARD, MEMBER, DIRECTOR OF PRODUCT DEVELOPMENT direct 2016-07-01
CYPRESS CAPITAL ADVISORS, LLC PRESIDENT direct 2017-05-01
HAYS ADVISORY GROUP, L.L.C. VICE PRESIDENT direct 2001-10-01 2005-05-11
HAYS ADVISORY, LLC PRESIDENT direct 2001-10-01 2013-04-01
CYPRESS CAPITAL, LLC CHIEF MANAGER indirect 2015-02-01 2015-07-10
HAYS ADVISORY, LLC MEMBER, PRESIDENT direct 2001-10-01 2016-03-31
HAYS, KEITH, ALAN MEMBER CYPRESS CAPITAL, LLC 04/01/2014 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
CYPRESS CAPITAL, LLC MEMBER direct 2014-04-01
CYPRESS CAPITAL ADVISORS, LLC MEMBER indirect 2014-04-01
HAYS CAPITAL MANAGEMENT, LLC MEMBER direct 2015-02-01
HAYS ADVISORY, LLC MEMBER, PRESIDENT direct 2016-07-01
HAYS ADVISORY GROUP, L.L.C. VICE PRESIDENT direct 2001-10-01 2005-05-11
HAYS ADVISORY, LLC EXECUTIVE VICE PRESIDENT/SECRETARY direct 2001-10-01 2013-04-01
CYPRESS CAPITAL, LLC MEMBER indirect 2015-02-01 2015-07-10
HAYS ADVISORY, LLC MEMBER, EXECUTIVE VICE PRESIDENT/SECRETARY direct 2001-10-01 2016-03-31
BROOKS, MICHAEL, PRESTON MEMBER CYPRESS CAPITAL, LLC 04/01/2014 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
CYPRESS CAPITAL, LLC MEMBER direct 2014-04-01
CYPRESS CAPITAL ADVISORS, LLC MEMBER indirect 2014-04-01

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