CYPRESS STONE CAPITAL LLC

CYPRESS STONE CAPITAL LLC of LAKEWOOD RANCH, FL is an SEC-registered investment adviser (CRD 314764). Regulatory assets under management: $8.8M.

Registration

• CRD: 314764
• Type: Registered investment adviser
• Location: 9040 TOWN CENTER PARKWAY, LAKEWOOD RANCH, FL, 34202
• Phone: 941-226-8060
• Latest filing: 2026-03-16
• Regulatory AUM: $8.8M
• Discretionary AUM: $8.8M
• Clients: 1
• Accounts: 16

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 314764 on SEC IAPD (source of record)
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