DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Charles Michael Feehely

Xypn Sapphireindependent RIARaleigh, Nc IA-onlyIAPD 7729916

Certified Financial Planner

Feed of 09/15/2026

Also filed as Charles M Feehely

At current firm

0 y

since Jan 2, 2026

In the industry

21 y

since Oct 1, 2004 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Xypn Sapphire independent RIA current
since Jan 2, 2026 · Bozeman, Mt
Valor Wealth Partners state registered
Aug 5, 2025 to Nov 17, 2025 · Washington, Dc
Xypn Sapphire independent RIA
Sep 17, 2024 to Aug 15, 2025 · Bozeman, Mt
Charles Michael Financial LLC unclassified
May 8, 2023 to Sep 17, 2024 · Wendell, Nc

Moves

a registration end followed by a registration begin elsewhere

Valor Wealth Partners to Xypn Sapphire
left Nov 17, 2025, registered Jan 2, 2026 (46 days) · Other
Xypn Sapphire to Valor Wealth Partners
left Aug 15, 2025, registered Aug 5, 2025 (-10 days) · RIA to a state-registered adviser
Charles Michael Financial LLC to Xypn Sapphire
left Sep 17, 2024, registered Sep 17, 2024 (0 days) · Other

Signals

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

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address