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Advisor

Matthew Ebzery

Cypress Capital Management · Sheridan, Wyoming

Matthew Ebzery is a fee-only financial advisor at Cypress Capital Management in Sheridan, Wyoming. Matthew focuses on small business owners. Cypress Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.

Percentage of assetsFixed fees Fee-only

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Specialties

Facts

FirmCypress Capital Management
Based in Sheridan, Wyoming
Fee model (firm's Form ADV)Percentage of assets · Fixed fees
Assets under management$121.7M across 373 accounts
SEC registration Investment adviser representative in MT, TX, WY · CRD 5196355
Exams passedSeries 66 (2006)
Firm size4 employees
Disclosures None reported
Websitewww.cypresscapitalmanagement.com

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Questions about Matthew

Is Matthew Ebzery a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Cypress Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Matthew charge for financial advice?

Matthew's firm, Cypress Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

Where is Matthew Ebzery based?

Matthew Ebzery is based in Sheridan, Wyoming.

What does Matthew specialize in?

Matthew's specialties include small business owners.

Is Matthew Ebzery registered with the SEC?

Yes. Matthew Ebzery is registered as an investment adviser representative in MT, TX and WY (CRD 5196355), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Cypress Capital Management manage?

Cypress Capital Management reports $121.7M across 373 accounts in assets under management.

How do I contact Matthew Ebzery?

Through Matthew's website, www.cypresscapitalmanagement.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

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