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XYPN SAPPHIRE
Legal name: XY INVESTMENT SOLUTIONS, LLC
CRD 285967File 801-118916
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.25B
Above cohort median (national)
Discretionary AUM
$1.25B
Non-discretionary $3.0M
Clients
796
4,262 accounts
Employees
69
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
- Website
- http://www.xypnsapphire.com
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 | Change |
|---|---|---|---|---|
| Aug 28, 2026 | Employees | 68 | 69 | increased by1 |
| Aug 23, 2026 | Employees | 66 | 68 | increased by2 |
| Aug 12, 2026 | Employees | 65 | 66 | increased by1 |
| Aug 12, 2026 | Clients | 691 | 796 | increased by105 |
| Aug 12, 2026 | AUM | $881,503,781 | $1,253,476,799 | increased by$371,973,018 |
| Aug 12, 2026 | Accounts | 3,921 | 4,262 | increased by341 |
| Jun 1, 2026 | Employees | 64 | 65 | increased by1 |
| May 1, 2026 | Employees | 55 | 64 | increased by9 |
| Apr 1, 2026 | Employees | 36 | 55 | increased by19 |
| Apr 1, 2026 | Clients | 705 | 691 | decreased by14 |
| Apr 1, 2026 | AUM | $881,518,149 | $881,503,781 | decreased by$14,368 |
| Apr 1, 2026 | Accounts | 3,774 | 3,921 | increased by147 |
| Feb 1, 2026 | Employees | 33 | 36 | increased by3 |
| Feb 1, 2026 | Clients | 325 | 705 | increased by380 |
| Feb 1, 2026 | AUM | $321,042,677 | $881,518,149 | increased by$560,475,472 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “XYPN SAPPHIRE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“XYPN SAPPHIRE” may also match similarly-named firms). Confirm identity against each filing.
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.