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XYPN INVEST
Legal name: XY INVESTMENT SOLUTIONS, LLC
CRD 285967File 801-118916
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.25B
Above cohort median (national)
Discretionary AUM
$1.25B
Non-discretionary $3.0M
Clients
796
4,262 accounts
Employees
66
Above cohort median in MT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jun 12, 2020
- Principal office
- 24 E. MAIN STREET, BOZEMAN, MT, 59715
- Phone
- (360) 301-7579
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.25B
- Discretionary AUM
- $1.25B
- Non-discretionary AUM
- $3.0M
- Discretionary accounts
- 4,230
- Non-discretionary accounts
- 32
- Total accounts
- 4,262
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $2.9M |
| Charitable organizations | 9 | $3.7M |
| Other investment advisers | 43 | $210.2M |
| High net worth individuals | 182 | $301.0M |
| Pension and profit sharing plans | 14 | $97.5M |
| Individuals (other than high net worth individuals) | 539 | $638.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D1
- Q11D2
- Q11D4
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.