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| XY Investment Solutions LLC
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|---|---|
| CRD # | 285967 |
| SEC # | 801-118916 |
| CIK # | |
| AUM | 881.5 M (2026-06-22) |
| Employees | 65 (86% Investors, 0% Brokers) |
| Phone | 360-301-7579 |
| Address | 24 E Main Street Bozeman, MT 59715 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 465 | 195.7 |
| (b) Individuals (high net worth individuals) | 156 | 454.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 13 | 8.6 |
| (h) Charitable organizations | 7 | 3.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 41 | 194.3 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 25.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,921 | 881.5 |
| By Discretionary | ||
| Discretionary | 3,753 | 880.8 |
| Non-Discretionary | 168 | 0.7 |
| Total | 3,921 | 881.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 881.5 | |
| Total | 3,921 | 881.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Riskbridge Advisors LLC
✚
|
CT | 898.3 M |
|
Kelman Lazarov Inc
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|
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|
The Millstone Evans Group LLC
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CO | 893.3 M |
|
Basepoint Wealth LLC
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IA | 883.8 M |
|
Intelligence Driven Advisers LLC
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CA | 881.9 M |
|
Montz Harcus Wealth Management LLC
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|
LA | 876.3 M |
|
REDW Wealth LLC
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|
NM | 869.2 M |
|
Integrity Financial Corporation
✚
|
WY | 868.1 M |
|
Park Capital Management LLC
✚
|
WI | 868.0 M |
|
Highline Wealth Partners LLC
✚
|
CA | 867.9 M |