Keith
Hays

Cypress Capital, LLC

CRD#1418497
Investment Advisor
in Franklin, TN

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About this Advisor

Keith Hays is a financial advisor based in Franklin, Tennessee, working with Cypress Capital, LLC. Keith has previously held positions at Hays Advisory, LLC, Cypress Capital, LLC, Hays Capital Management, LLC, and Cypress Capital Advisors, LLC. Keith has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Tennessee. Currently, Keith is part of Cypress Capital, LLC, which operates out of Franklin, Tennessee. The firm has 12 employees and manages assets totaling $401.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and other services. The fee structure at Cypress Capital, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees

Office Location

436 Main Street Suite 205
Franklin, TN 37064

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Cypress Capital, LLC Brokerage Details

Total Assets Under Management

$400,994,432

TN Average: $730,596,643
Total Number of Employees

12

TN Average: 15
Total Number of Accounts

1,554

TN Average: 968
Average Account Size

$258,040

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Keith Hays Work History

2014 - Present (10 years)

Cypress Capital, LLC

2017 - 2019 (2 years)

Cypress Capital Advisors, LLC

2016 - 2019 (3 years)

Hays Advisory, LLC

2015 - 2017 (2 years)

Hays Capital Management, LLC

2001 - 2016 (15 years)

Hays Advisory, LLC

Disclosures

Please visit the SEC profile of Keith Hays to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cypress Capital, LLC

Michael Brooks
Franklin, TN
Robert Walker
Franklin, TN
Leigh Luther
Franklin, TN
Brett Luther
Franklin, TN
William Bevins
Franklin, TN
Mark Dodson
Franklin, TN
Keith Hays
Franklin, TN
Jeffrey Hays
Franklin, TN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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