Xy Investment Solutions, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 285967
· SEC file 801-118916
· Bozeman, MT
· www.evidentia.co
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ADV data as of Jun 22, 2026
- Regulatory AUM
- $882M
- Discretionary
- $881M
- Clients
- 691
- Avg AUM / client
- $1.3M
- Accounts
- 3,921
- Employees
- 65
AUM over time
$0
$882M
Dec 2016
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 465 | $196M | 22.2% |
| High net worth individuals | 156 | $454M | 51.5% |
| Pension and profit sharing plans | 13 | $8.6M | 0.97% |
| Charitable organizations | 7 | $3.6M | 0.41% |
| Other investment advisers | 41 | $194M | 22.0% |
| Corporations and other businesses | 9 | $25.0M | 2.84% |
People (63)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Ernest Kitces | Managing Member | CFP Chartered Financial Consultant | Feb 2014 (13y) | ≈ 18.75% – 50% via Xy Planning Network Llc |
| Moore, Robert, Alan | President & Ceo | Feb 2014 (13y) | ≈ 37.5% – 75% via Xy Planning Network Llc | |
| Jeffrey Robert Snodgrass | Managing Director | Jan 2022 (5y) | Less than 5% | |
| Olney, Jena, Suzette | Director Of Client Services | Sep 2023 (3y) | Less than 5% | |
| Bradley Michael Griffiths | Cco | Jun 2024 (2y) | Less than 5% | |
| Ryan William Johnson | Registered representative | Feb 2024 (2y) | ||
| Ronald Alan Rhoades | Registered representative | CFP | Jul 2024 (2y) | |
| Derek Todd Merkler | Registered representative | CFP | Aug 2024 (2y) | |
| Cherry Thi Phan | Registered representative | CFA | Nov 2024 (2y) | |
| Marianne Poon | Registered representative | CFA | Dec 2024 (2y) | |
| Lindsey Carolyn Young | Registered representative | CFP | Dec 2024 (2y) | |
| Christopher Alan Arnold | Registered representative | CFP | Dec 2024 (2y) | |
| David Harding Brown | Registered representative | Dec 2024 (2y) | ||
| Chris Brown | Registered representative | CFP | Jan 2025 (2y) | |
| Wai Lim Poon | Registered representative | CFA | Jan 2025 (2y) | |
| David William Frank | Registered representative | CFP | Jan 2025 (2y) | |
| Stratton Harrison | Registered representative | CFP | Feb 2025 (1y) | |
| Taylor Michelle Hain | Registered representative | Feb 2025 (1y) | ||
| Andrew Michael Almeida | Registered representative | CFP CFA | Mar 2025 (1y) | |
| Jeffrey David Baumgartner | Registered representative | CFP | Mar 2025 (1y) | |
| Jason Robert Lilly | Registered representative | CFP CFA | Mar 2025 (1y) | |
| John Francis Stoj | Registered representative | Mar 2025 (1y) | ||
| Bryan James Gum | Registered representative | CFP | Mar 2025 (1y) | |
| Erin Adele O'brien | Registered representative | CFP | Apr 2025 (1y) | |
| Johannes Carl Fure | Registered representative | CFP | May 2025 (1y) | |
| Dallin Van Walker | Registered representative | May 2025 (1y) | ||
| Tamie Ball | Registered representative | May 2025 (1y) | ||
| Shana Elise Bennett | Registered representative | May 2025 (1y) | ||
| Scott Michael Malbasa | Registered representative | CFP | Jun 2025 (1y) | |
| Jesse Cole Biddle | Registered representative | Jul 2025 (1y) | ||
| Julian Treves | Registered representative | CFP | Jul 2025 (1y) | |
| Cole Terrell Setzer | Registered representative | Aug 2025 (1y) | ||
| Philip S Gibson | Registered representative | CFP | Aug 2025 (1y) | |
| Tyler Patrick Conley | Registered representative | CFP | Aug 2025 (1y) | |
| Eunsoo Chung | Registered representative | CFP Personal Financial Specialist | Aug 2025 (1y) | |
| Kevin Kennedy | Registered representative | CFP | Sep 2025 (1y) | |
| Steven Moffitt | Registered representative | CFP | Sep 2025 (1y) | |
| Mark Aaron Lee Evers | Registered representative | CFP | Sep 2025 (1y) | |
| Patrick Gannon Diamond | Registered representative | CFP | Oct 2025 (1y) | |
| Sean Alexander Hummel | Registered representative | CFP | Oct 2025 (1y) | |
| David Liegakos | Registered representative | Nov 2025 (1y) | ||
| Joseph Michael Dunn | Registered representative | CFA | Nov 2025 (1y) | |
| Justin Carter Pritchard | Registered representative | CFP | Dec 2025 (1y) | |
| Joel Wyman Harvard | Registered representative | Dec 2025 (1y) | ||
| Charles Michael Feehely | Registered representative | CFP | Jan 2026 (1y) | |
| Patrick Eugene Schulte | Registered representative | Jan 2026 (1y) | ||
| Kevin Michael Flint | Registered representative | CFP | Jan 2026 (1y) | |
| Brennain James Van Der Hoeven | Registered representative | Jan 2026 (1y) | ||
| Brian D. Muller | Registered representative | Feb 2026 (0y) | ||
| Hilal Yilmaz | Registered representative | CFA | Mar 2026 (0y) | |
| Katerina Minevich | Registered representative | CFP | Mar 2026 (0y) | |
| Alexa Symone Ashi | Registered representative | Mar 2026 (0y) | ||
| Deivanayak T Balakrishnan | Registered representative | CFP | Apr 2026 (0y) | |
| Lance Jason Best | Registered representative | Apr 2026 (0y) | ||
| Richard Scott Boyles | Registered representative | CFP | Apr 2026 (0y) | |
| William Ross Drexler | Registered representative | CFP Chartered Financial Consultant | May 2026 (0y) | |
| Michael Finn | Registered representative | CFP Chartered Financial Consultant | May 2026 (0y) | |
| Nathaniel David Baim | Registered representative | CFP | May 2026 (0y) | |
| Kyle Hunt Wilke | Registered representative | CFP | Jun 2026 (0y) | |
| Katherine Leonard | Registered representative | CFP | Jun 2026 (0y) | |
| Amy Lynn Shappell | Registered representative | CFP | Jun 2026 (0y) | |
| Matthew Aaron Nadell | Registered representative | Jul 2026 (0y) | ||
| William James Dion | Registered representative | CFP | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Xy Planning Network Llc | Managing Member | Nov 2016 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Michael Ernest Kitces: 25% – 50% of Xy Planning Network Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Moore, Robert, Alan: 50% – 75% of Xy Planning Network Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/22/2026 | 1.75 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $861M (98% of AUM) Jun 2026
- Truist Financial Corp $6 (0% of AUM) Jun 2026
- Altruist Financial $6 (0% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 22, 2026.
View current Form ADV (SEC/IAPD) ↗