Xy Investment Solutions, LLC
● SEC registered since 2020CRD 285967SEC# 801-118916Bozeman, MT
Reg. AUM
$1.25B
Employees
69
Accounts
4,262
Location
Bozeman, MT
Xy Investment Solutions, LLC assets under management
Xy Investment Solutions, LLC is a registered investment adviser overseen by the SEC based in Bozeman, MT. The firm has been registered since 2020. It reports $1.3 billion in regulatory assets under management and employs 69 people.
Xy Investment Solutions, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley Michael Griffiths Control | Cco | Under 5% | 2024 |
| Robert Alan Moore Control | President & Ceo | Under 5% | 2016 |
| Taylor Michelle Hain Control | Vice President: Xypn Sapphire | Under 5% | 2025 |
| Xy Planning Network LLC Control | Managing Member | Over 75% | 2016 |
| Michael Ernest Kitces Control | Managing Member | 25-50% | 2014 |
| Robert Alan Moore Control | Managing Member | 50-75% | 2014 |
Frequently asked questions
How much does Xy Investment Solutions, LLC manage?
Xy Investment Solutions, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
How many employees does Xy Investment Solutions, LLC have?
Xy Investment Solutions, LLC reports 69 employees.
Where is Xy Investment Solutions, LLC located?
Xy Investment Solutions, LLC is based in Bozeman, MT and has been SEC-registered since 2020.
Does Xy Investment Solutions, LLC disclose fund performance?
Xy Investment Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 24 E. Main Street, Bozeman, MT 59715 |
| Phone | (360) 301-7579 |
| Office hours | By Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.25B▲ 841%
Jan '25Form ADV, monthlyAug '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,340 advisers
EmployeesTop 9%
More than 91% of 16,820 advisers
Assets under management
$1.25Bregulatory AUM
Discretionary $1.25BNon-discretionary $3M