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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-01-2016
- Office Locations
- 56
Office Locations
About Xypn Invest
XYPN Invest supports fee-only financial planners launching and scaling RIAs—either fully independent or tucked under a corporate RIA—with end-to-end compliance support, vetted RIA tech partnerships (including Schwab), education/coaching, and a large peer network. Provides investment management and portfolio construction guidance, with ETF and mutual-fund implementation common. Differentiator: guarantees 100% ownership of the firm, client relationships, data, and brand, plus active fiduciary advocacy led by co-founder Michael Kitces.
Team overview
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Client Personas
CRM
Custodian
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Investment Themes
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Owner & Executives
BRADLEY MICHAEL GRIFFITHS II
Chief Compliance Officer
- CRD
- #6545034
- Ownership
- Less than 5%
Taylor Michelle Hain
--
- CRD
- #8046380
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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ANDREW MICHAEL ALMEIDA
--
- CRD
- #5437669
CHRISTOPHER ALAN ARNOLD
Financial Planner
- CRD
- #6480410
Showing 2 of 61 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $880,837,317 | $234,702 |
| Non-Discretionary | $666,464 | $3,967 |
| Total | $881,503,781 | $224,816 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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