# XYPN INVEST

XYPN INVEST of BOZEMAN, MT is an SEC-registered investment adviser.

## Registration

- CRD: 285967
- Type: SEC-registered investment adviser
- SEC file number: 801-118916
- Location: 24 E. MAIN STREET, BOZEMAN, MT, 59715
- Phone: (360) 301-7579
- Latest filing: 2026-08-04
- Regulatory AUM: $1.3B
- Discretionary AUM: $1.3B
- Non-discretionary AUM: $3.0M
- Clients: 66
- Accounts: 4,262

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Robert Alan Moore | MANAGING MEMBER; PRESIDENT & CEO | Bozeman, MT |
| Michael Ernest Kitces | MANAGING MEMBER | Bozeman, MT |
| Bradley Michael Griffiths | CCO | — |
| Taylor Michelle Hain | VICE PRESIDENT: XYPN INVEST | — |
| Jena Suzette Olney | DIRECTOR OF CLIENT SERVICES | — |
| MOORE PATRICK ALAN | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; PRESIDENT & CEO | — |
| SNODGRASS JEFFREY ROBERT | DIRECTOR, CCO & ORION SPECIALIST; MANAGING DIRECTOR; MANAGING DIRECTOR & CCO | — |
| KITCES MICHAEL ERNEST | MANAGING MEMBER | — |
| KERNEY THOMAS DEKARI | SENIOR DIRECTOR; SENIOR DIRECTOR & CHIEF COMPLIANCE OFFICER | — |
| Asher LISA | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | — |
| GRIFFITHS BRADLEY MICHAEL | CCO | — |
| OLNEY JENA SUZETTE | DIRECTOR OF CLIENT SERVICES | — |


## Disclosures (49)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/285967/brochure
- Similar advisers: https://search.stillhousedata.com/firm/285967/similar
- Related entities: https://search.stillhousedata.com/firm/285967/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/285967

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.