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RIA / WealthAdvisorCertified Financial Planner21 years in industry

Charles Michael Feehely

Advisor at XYPN SAPPHIRE

Raleigh, NC | BOZEMAN, MT

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Search this name across graphsid dfx:ria:3709e836-cd65-86a3-cd1a-f12e71db0d62

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: May 8, 2023 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: XYPN SAPPHIRE
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65
First exam: Mar 31, 2023
First registration: May 8, 2023
Dual registered: no
Other names: Charles M Feehely|Charles M Feehely|Charlie Feehely
IAPD individual key: 7729916

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
XYPN SAPPHIRE	Independent wealth	Jan 2, 2026	n/a	yes	BOZEMAN, MT\|Raleigh, NC	Current employment
VALOR WEALTH PARTNERS	State registered	Aug 5, 2025	Nov 17, 2025	no	WASHINGTON, DC\|Wendell, NC	Previous registration
XYPN SAPPHIRE	Independent wealth	Sep 17, 2024	Aug 15, 2025	no	BOZEMAN, MT\|Raleigh, NC	Previous registration
CHARLES MICHAEL FINANCIAL LLC	n/a	May 8, 2023	Sep 17, 2024	no	WENDELL, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
VALOR WEALTH PARTNERS	XYPN SAPPHIRE	Nov 17, 2025	Jan 2, 2026	46	Firm change	Other
XYPN SAPPHIRE	VALOR WEALTH PARTNERS	Aug 15, 2025	Aug 5, 2025	-10	Firm change	RIA to state RIA
CHARLES MICHAEL FINANCIAL LLC	XYPN SAPPHIRE	Sep 17, 2024	Sep 17, 2024	0	Firm change	Other

Relationships

Registered with (3)

→ XYPN SAPPHIRERegistered adviserregistration: previous registration
Sep 17, 2024 to Aug 15, 2025factForm ADV
→ VALOR WEALTH PARTNERSRegistered adviserregistration: previous registration
Aug 5, 2025 to Nov 17, 2025factForm ADV
→ CHARLES MICHAEL FINANCIAL LLCRegistered adviserregistration: previous registration
May 8, 2023 to Sep 17, 2024factForm ADV

Dated events

Occurred
Nov 17, 2025
Advisor changed firm
Charles Michael Feehely left Valor Wealth Partners for Xypn Sapphire (registered 2026-01-02)
Form ADVobserved 6 days ago
Occurred
Aug 15, 2025
Advisor changed firm
Charles Michael Feehely left Xypn Sapphire for Valor Wealth Partners (registered 2025-08-05)
Form ADVobserved 6 days ago
Occurred
Sep 17, 2024
Advisor changed firm
Charles Michael Feehely left Charles Michael Financial Llc for Xypn Sapphire (registered 2024-09-17)
Form ADVobserved 6 days ago