Xypn Invest is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bozeman, MT. Its latest Form ADV filing, dated April 29, 2026, reports $882M in regulatory assets under management, 64 employees, 38 offices, and 3,921 accounts.
Top client segmentIndividuals represent 67.3% of total clients.
Top client categories% of clientsClients
1
Individuals
67.3%
465
2
HNWI
22.6%
156
3
Other Advisers
5.9%
41
4
Pension Plans
1.9%
13
5
Corporations
1.3%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$882Mas of April 29, 2026
Discretionary99.9%
$881M
100% of total RAUM99.9%
Non-discretionary0.1%
$666K
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$882M
Total Accounts3,921
10Y AUM Change+$882M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees64
Clients per Employee11:1
10Y Employee Change+62 (+3100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.