SourcingSourcing

CYPRESS ADVISORY GROUP, LLC

B51
CRD 172113·SEC 801-122455·SCOTTSDALE, AZ
AUM
$152.7M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$458K
@ 30% margin
Est. Deal Value
$3.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CYPRESS ADVISORY GROUP, LLC
CRD
172113
SEC file #
801-122455
EIN
471136483
DBA names
Sierra Legacy Group

Economics

AUM
$152.7M
AUM band
$100M-$500M
AUM trajectory
'22'26
$126.9M → $152.7M▲ +20%
Client mix
Individuals High Net Worth14
Individuals Other10

Operations

Employees (total)
7
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
2 advisors → 2 advisors▬ 0%
Primary office
SCOTTSDALE AZ
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
01/22/2026
ADV-W filed at
—
Website
cypressnv.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GRENERT, GEOFFREY, ALLEN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
GRENERT, GEOFFREY, ALLEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CYPRESSNV.COM
Rdap Domain Creation Date
2005-12-28T21:36:07Z
Rdap Firm Age Years
21
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002056766
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2025-02-14
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0001172661-26-001784
Edgar Former Names
Cypress Advisory Group LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
6424 E. GREENWAY PARKWAYSUITE 100SCOTTSDALE, AZ 85254
Business
6424 E. GREENWAY PARKWAYSUITE 100SCOTTSDALE, AZ 85254
Edgar EIN
471136483
Edgar Recent Filings
13F-HR2026-05-13 · 0001172661-26-001784
13F-HR2026-01-20 · 0001172661-26-000226
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2032-12-28T21:36:07Z
Rdap Domain Last Changed
2023-06-12T18:38:45Z
Rdap Nameservers
Ns75.worldnic.comNs76.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2862874
Trust Company Affiliate
No

People (3)

3
GRENERT, GEOFFREY, ALLEN
IAR · Direct Owner · 87.5%
2862874
Garrett Franklin Grenert
IAR
7013073
Matthew James Marcewicz
IAR
4438982