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GRIFFIS RESIDENTIAL INVESTMENT ADVISOR

CRD 166201File 801-77578
APPROVED
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.85B
Top 25% of cohort (national)
Discretionary AUM
$1.82B
Non-discretionary $38.6M
Clients
20
20 accounts
Employees
30
Top 25% of cohort in CO

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
DRO
Registration date
Feb 19, 2013
Principal office
6400 S. FIDDLER'S GREEN CIRCLE, SUITE 1200, GREENWOOD VILLAGE, CO, 80111
Phone
303- 268-2121

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.85B
Discretionary AUM
$1.82B
Non-discretionary AUM
$38.6M
Discretionary accounts
18
Non-discretionary accounts
2
Total accounts
20
AUM per client
$92.7M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles20$1.85B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.