XY INVESTMENT SOLUTIONS, LLC
Legal name: XYPN INVEST
CRD #285967 SEC #801-118916 BOZEMAN, MT (360) 301-7579
SEC Registered
Total AUM
$321M
Discretionary
$295.1M
Employees
33
Clients
11
Accounts
2,539
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $321M | $295.1M | $26M | 33 | 0 |
| Nov 2025 | $321M | $295.1M | $26M | 32 | 0 |
| Nov 2025 | $321M | $295.1M | $26M | 32 | 0 |
| Nov 2025 | $321M | $295.1M | $26M | 32 | 0 |
| Nov 2025 | $321M | $295.1M | $26M | 32 | 0 |
| Nov 2025 | $321M | $295.1M | $26M | 32 | 0 |
| Oct 2025 | $321M | $295.1M | $26M | 32 | 0 |
| Sep 2025 | $321M | $295.1M | $26M | 32 | 0 |
| Sep 2025 | $321M | $295.1M | $26M | 32 | 0 |
| Aug 2025 | $321M | $295.1M | $26M | 32 | 0 |
| Aug 2025 | $321M | $295.1M | $26M | 32 | 0 |
| Aug 2025 | $321M | $295.1M | $26M | 31 | 0 |
| Jul 2025 | $321M | $295.1M | $26M | 31 | 0 |
| Jul 2025 | $321M | $295.1M | $26M | 31 | 0 |
| Jun 2025 | $321M | $295.1M | $26M | 30 | 0 |
| Jun 2025 | $321M | $295.1M | $26M | 29 | 0 |
| May 2025 | $321M | $295.1M | $26M | 29 | 0 |
| May 2025 | $321M | $295.1M | $26M | 29 | 0 |
| May 2025 | $321M | $295.1M | $26M | 29 | 0 |
| May 2025 | $321M | $295.1M | $26M | 28 | 0 |
| May 2025 | $321M | $295.1M | $26M | 28 | 0 |
| Apr 2025 | $321M | $295.1M | $26M | 26 | 0 |
| Mar 2025 | $321M | $295.1M | $26M | 26 | 0 |
| Mar 2025 | $133.3M | $133.3M | $0 | 15 | 0 |
| Mar 2025 | $133.3M | $133.3M | $0 | 15 | 0 |
| Feb 2025 | $133.3M | $133.3M | $0 | 15 | 0 |
| Feb 2025 | $133.3M | $133.3M | $0 | 15 | 0 |
| Jan 2025 | $133.3M | $133.3M | $0 | 15 | 0 |
| Dec 2024 | $133.3M | $133.3M | $0 | 15 | 0 |
| Dec 2024 | $133.3M | $133.3M | $0 | 15 | 0 |
| Dec 2024 | $133.3M | $133.3M | $0 | 15 | 0 |
| Nov 2024 | $133.3M | $133.3M | $0 | 15 | 0 |
| Oct 2024 | $133.3M | $133.3M | $0 | 15 | 0 |
| Sep 2024 | $133.3M | $133.3M | $0 | 15 | 0 |
| Aug 2024 | $133.3M | $133.3M | $0 | 14 | 0 |
| Aug 2024 | $133.3M | $133.3M | $0 | 13 | 0 |
| May 2024 | $133.3M | $133.3M | $0 | 10 | 0 |
| Apr 2024 | $133.3M | $133.3M | $0 | 10 | 0 |
| Apr 2024 | $133.3M | $133.3M | $0 | 10 | 0 |
| Mar 2024 | $133.3M | $133.3M | $0 | 9 | 0 |
| Mar 2024 | $101.3M | $101.3M | $0 | 9 | 0 |
| Mar 2024 | $101.3M | $101.3M | $0 | 9 | 0 |
| Feb 2024 | $101.3M | $101.3M | $0 | 8 | 0 |
| Feb 2024 | $101.3M | $101.3M | $0 | 8 | 0 |
| Feb 2024 | $101.3M | $101.3M | $0 | 8 | 0 |
| Nov 2023 | $101.3M | $101.3M | $0 | 8 | 0 |
| Mar 2023 | $101.3M | $101.3M | $0 | 7 | 0 |
| Oct 2022 | $103.5M | $103.5M | $0 | 5 | 0 |
| Mar 2022 | $103.5M | $103.5M | $0 | 5 | 0 |
| Jan 2022 | $117.4M | $117.4M | $0 | 4 | 0 |
| Jan 2022 | $117.4M | $117.4M | $0 | 5 | 0 |
| Jun 2021 | $117.4M | $117.4M | $0 | 5 | 0 |
| Mar 2021 | $117.4M | $117.4M | $0 | 5 | 0 |
| Mar 2021 | $48.5M | $48.5M | $0 | 5 | 0 |
| Feb 2021 | $48.5M | $48.5M | $0 | 5 | 0 |
| Dec 2020 | $48.5M | $48.5M | $0 | 5 | 0 |
| Oct 2020 | $48.5M | $48.5M | $0 | 5 | 0 |
| Oct 2020 | $48.5M | $48.5M | $0 | 5 | 0 |
| Jul 2020 | $48.5M | $48.5M | $0 | 5 | 0 |
| Jul 2020 | $48.5M | $48.5M | $0 | 5 | 0 |
| Jun 2020 | $48.5M | $48.5M | $0 | 5 | 0 |
| May 2020 | $48.5M | $48.5M | $0 | 5 | 0 |
| Oct 2017 | $0 | $0 | $0 | 2 | 0 |
| Jul 2017 | $0 | $0 | $0 | 2 | 0 |
| Jun 2017 | $0 | $0 | $0 | 2 | 0 |
| Jan 2017 | $0 | $0 | $0 | 2 | 0 |
| Jan 2017 | $0 | $0 | $0 | 2 | 0 |
DateDec 2025
Total AUM$321M
Discretionary$295.1M
Non-Disc.$26M
Employees33
Clients0
DateNov 2025
Total AUM$321M
Discretionary$295.1M
Non-Disc.$26M
Employees32
Clients0
DateNov 2025
Total AUM$321M
Discretionary$295.1M
Non-Disc.$26M
Employees32
Clients0
DateNov 2025
Total AUM$321M
Discretionary$295.1M
Non-Disc.$26M
Employees32
Clients0
DateNov 2025
Total AUM$321M
Discretionary$295.1M
Non-Disc.$26M
Employees32
Clients0
DateNov 2025
Total AUM$321M
Discretionary$295.1M
Non-Disc.$26M
Employees32
Clients0
DateOct 2025
Total AUM$321M
Discretionary$295.1M
Non-Disc.$26M
Employees32
Clients0
DateSep 2025
Total AUM$321M
Discretionary$295.1M
Non-Disc.$26M
Employees32
Clients0
DateSep 2025
Total AUM$321M
Discretionary$295.1M
Non-Disc.$26M
Employees32
Clients0
DateAug 2025
Total AUM$321M
Discretionary$295.1M
Non-Disc.$26M
Employees32
Clients0
DateAug 2025
Total AUM$321M
Discretionary$295.1M
Non-Disc.$26M
Employees32
Clients0
DateAug 2025
Total AUM$321M
Discretionary$295.1M
Non-Disc.$26M
Employees31
Clients0
DateJul 2025
Total AUM$321M
Discretionary$295.1M
Non-Disc.$26M
Employees31
Clients0
DateJul 2025
Total AUM$321M
Discretionary$295.1M
Non-Disc.$26M
Employees31
Clients0
DateJun 2025
Total AUM$321M
Discretionary$295.1M
Non-Disc.$26M
Employees30
Clients0
DateJun 2025
Total AUM$321M
Discretionary$295.1M
Non-Disc.$26M
Employees29
Clients0
DateMay 2025
Total AUM$321M
Discretionary$295.1M
Non-Disc.$26M
Employees29
Clients0
DateMay 2025
Total AUM$321M
Discretionary$295.1M
Non-Disc.$26M
Employees29
Clients0
DateMay 2025
Total AUM$321M
Discretionary$295.1M
Non-Disc.$26M
Employees29
Clients0
DateMay 2025
Total AUM$321M
Discretionary$295.1M
Non-Disc.$26M
Employees28
Clients0
DateMay 2025
Total AUM$321M
Discretionary$295.1M
Non-Disc.$26M
Employees28
Clients0
DateApr 2025
Total AUM$321M
Discretionary$295.1M
Non-Disc.$26M
Employees26
Clients0
DateMar 2025
Total AUM$321M
Discretionary$295.1M
Non-Disc.$26M
Employees26
Clients0
DateMar 2025
Total AUM$133.3M
Discretionary$133.3M
Non-Disc.$0
Employees15
Clients0
DateMar 2025
Total AUM$133.3M
Discretionary$133.3M
Non-Disc.$0
Employees15
Clients0
DateFeb 2025
Total AUM$133.3M
Discretionary$133.3M
Non-Disc.$0
Employees15
Clients0
DateFeb 2025
Total AUM$133.3M
Discretionary$133.3M
Non-Disc.$0
Employees15
Clients0
DateJan 2025
Total AUM$133.3M
Discretionary$133.3M
Non-Disc.$0
Employees15
Clients0
DateDec 2024
Total AUM$133.3M
Discretionary$133.3M
Non-Disc.$0
Employees15
Clients0
DateDec 2024
Total AUM$133.3M
Discretionary$133.3M
Non-Disc.$0
Employees15
Clients0
DateDec 2024
Total AUM$133.3M
Discretionary$133.3M
Non-Disc.$0
Employees15
Clients0
DateNov 2024
Total AUM$133.3M
Discretionary$133.3M
Non-Disc.$0
Employees15
Clients0
DateOct 2024
Total AUM$133.3M
Discretionary$133.3M
Non-Disc.$0
Employees15
Clients0
DateSep 2024
Total AUM$133.3M
Discretionary$133.3M
Non-Disc.$0
Employees15
Clients0
DateAug 2024
Total AUM$133.3M
Discretionary$133.3M
Non-Disc.$0
Employees14
Clients0
DateAug 2024
Total AUM$133.3M
Discretionary$133.3M
Non-Disc.$0
Employees13
Clients0
DateMay 2024
Total AUM$133.3M
Discretionary$133.3M
Non-Disc.$0
Employees10
Clients0
DateApr 2024
Total AUM$133.3M
Discretionary$133.3M
Non-Disc.$0
Employees10
Clients0
DateApr 2024
Total AUM$133.3M
Discretionary$133.3M
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$133.3M
Discretionary$133.3M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees9
Clients0
DateFeb 2024
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees8
Clients0
DateFeb 2024
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees8
Clients0
DateFeb 2024
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees8
Clients0
DateNov 2023
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees7
Clients0
DateOct 2022
Total AUM$103.5M
Discretionary$103.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$103.5M
Discretionary$103.5M
Non-Disc.$0
Employees5
Clients0
DateJan 2022
Total AUM$117.4M
Discretionary$117.4M
Non-Disc.$0
Employees4
Clients0
DateJan 2022
Total AUM$117.4M
Discretionary$117.4M
Non-Disc.$0
Employees5
Clients0
DateJun 2021
Total AUM$117.4M
Discretionary$117.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$117.4M
Discretionary$117.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$48.5M
Discretionary$48.5M
Non-Disc.$0
Employees5
Clients0
DateFeb 2021
Total AUM$48.5M
Discretionary$48.5M
Non-Disc.$0
Employees5
Clients0
DateDec 2020
Total AUM$48.5M
Discretionary$48.5M
Non-Disc.$0
Employees5
Clients0
DateOct 2020
Total AUM$48.5M
Discretionary$48.5M
Non-Disc.$0
Employees5
Clients0
DateOct 2020
Total AUM$48.5M
Discretionary$48.5M
Non-Disc.$0
Employees5
Clients0
DateJul 2020
Total AUM$48.5M
Discretionary$48.5M
Non-Disc.$0
Employees5
Clients0
DateJul 2020
Total AUM$48.5M
Discretionary$48.5M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$48.5M
Discretionary$48.5M
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$48.5M
Discretionary$48.5M
Non-Disc.$0
Employees5
Clients0
DateOct 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0