Xy Investment Solutions, LLC
● SEC registered since 2020CRD 285967SEC# 801-118916Bozeman, MT
Reg. AUM
$881.5M
Employees
65
Accounts
3,921
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 $881.5 million in regulatory assets under management and employs 65 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 Invest | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Xy Investment Solutions, LLC manage?
Xy Investment Solutions, LLC reports $881.5 million in regulatory assets under management on its Form ADV.
How many employees does Xy Investment Solutions, LLC have?
Xy Investment Solutions, LLC reports 65 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
$881.5M▲ 561%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 10%
More than 90% of 16,825 advisers
Assets under management
$881.5Mregulatory AUM
Discretionary $880.8MNon-discretionary $666K