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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Prime pathwayRadial crest +more
- Established Date
- 11-01-2016
- Office Locations
- 46
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
Insights
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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%
Vertex peak
Timber vital
- CRD
- #68276
- Ownership
- 34.7%
Showing 2 of 3 owners & executives
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ANDREW MICHAEL ALMEIDA
--
- CRD
- #5437669
CHRISTOPHER ALAN ARNOLD
--
- CRD
- #6480410
Vital element
Glacier summit prime
- CRD
- #34071
Showing 2 of 53 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: $881,503,781
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,692,965,655 | 19.2% |
| Equity - Exchange | $511,416,708 | 5.8% |
| Cash | $2,045,666,833 | 23.2% |
| Municipal Bonds | $1,975,126,598 | 22.4% |
| Private Funds | $1,869,316,244 | 21.2% |
| U.S. Government/Agency | $723,037,416 | 8.2% |
| Total | $8,817,529,454 | 100.0% |