# Cypress Stone Capital

Cypress Stone Capital is a Bank / Wealth / Trust based in Lakewood Ranch, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lakewood Ranch, United States
- **Region:** North America
- **Address:** Lakewood Ranch, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** cypressstonecapital.com
- **LinkedIn:** https://www.linkedin.com/company/cypress-stone-capital

## Regulatory record

- **CRD number:** 314764
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/314764

## About

Cypress Stone Capital began operations in 2021. It functions as a US wealth manager and registered investment adviser. The firm supplies risk tolerance assessment, investment strategy development, and ongoing portfolio management. No asset-class allocations, named holdings, or geographic deployment details appear in available records. Team size, additional offices, and adjacent vehicles remain undisclosed. No operational events from the last 24 months are recorded. The firm operates as a conventional RIA without evident hybrid structures, club memberships, or succession vehicles.

## Questions

### What services does Cypress Stone Capital provide?

The firm offers investment advisory services that include risk tolerance evaluation, investment strategy formulation, and portfolio management for individuals and high-net-worth clients.

### When was Cypress Stone Capital established?

Cypress Stone Capital was established in 2021.

## Related profiles

- [Cypress Ridge Capital](https://altss.com/profile/cypress-ridge-capital)
- [Cypress Strategies](https://altss.com/profile/cypress-strategies)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/cypress-stone-capital

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