Howard Given
Cypress Path Capital · Carmel, California
Howard Given is a fee-only financial advisor at Cypress Path Capital in Carmel, California. Cypress Path Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Howard →
Facts
| Firm | Cypress Path Capital |
|---|---|
| Based in | Carmel, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $81.6M across 139 accounts |
| SEC registration | Investment adviser representative in CA · CRD 2307489 |
| Exams passed | Series 63 (1993) · Series 65 (1993) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.cypresspath.com |
How Howard's firm compares
- Cypress Path Capital's average account is about $587,000, from its Form ADV (assets managed divided by 139 accounts).
Request an introduction to Howard
Tell Howard a little about what you're looking for. Howard isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Howard
Is Howard Given a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Howard holds no broker registration, and Cypress Path Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Howard charge for financial advice?
Howard's firm, Cypress Path Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Howard Given based?
Howard Given is based in Carmel, California.
Is Howard Given registered with the SEC?
Yes. Howard Given is registered as an investment adviser representative in CA (CRD 2307489), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cypress Path Capital manage?
Cypress Path Capital reports $81.6M across 139 accounts in assets under management.
How do I contact Howard Given?
Through Howard's website, www.cypresspath.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Cypress Path Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.