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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-01-2016
- Office Locations
- 61
Office Locations
About Xypn Sapphire
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.
Reported data analysis
What the numbers show
Between December 3, 2025 and August 27, 2026, reported AUM increased 290.4%, from $321.0M to $1.3B.
Across 5 reported observations, AUM increased 1111.2% between October 7, 2022 and August 27, 2026, from $103.5M to $1.3B.
Of the latest reported AUM, 99.8% is discretionary and 0.2% is non-discretionary.
The firm reports 60 advisory representatives and 796 clients, or 13.3 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 61 reported office locations and 9 years in operation. The source data was last updated on September 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
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- Services
- Technology
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The full Xypn Sapphire record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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 66 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,250,443,187 | $295,613 |
| Non-Discretionary | $3,033,612 | $94,800 |
| Total | $1,253,476,799 | $294,105 |
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Separately Managed Accounts
SMA allocation detail is available
Xypn Sapphire has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.