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CLASS VI FAMILY OFFICE, LLC
CRD 285035File 801-111938
APPROVED
Retail clients
Filing as of Feb 11, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.50B
Above cohort median (national)
Discretionary AUM
$1.48B
Non-discretionary $15.1M
Clients
201
824 accounts
Employees
9
Top 25% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Oct 27, 2017
- Principal office
- 255 FILLMORE STREET, SUITE 500, DENVER, CO, 80206
- Phone
- 303-243-5619
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.50B
- Discretionary AUM
- $1.48B
- Non-discretionary AUM
- $15.1M
- Discretionary accounts
- 813
- Non-discretionary accounts
- 11
- Total accounts
- 824
- AUM per client
- $7.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $9.6M |
| Charitable organizations | 1 | $32K |
| High net worth individuals | 148 | $1.48B |
| Individuals (other than high net worth individuals) | 47 | $11.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 8 | 9 | increased by1 |
| Mar 1, 2026 | Clients | 170 | 201 | increased by31 |
| Mar 1, 2026 | AUM | $1,190,366,969 | $1,498,011,942 | increased by$307,644,973 |
| Mar 1, 2026 | Accounts | 694 | 824 | increased by130 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 8 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 90 | 170 | increased by80 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $717,582,606 | $1,190,366,969 | increased by$472,784,363 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 405 | 694 | increased by289 |
| May 1, 2022 | Custody | No | Yes | |
| Feb 1, 2022 | Clients | 74 | 90 | increased by16 |
| Feb 1, 2022 | AUM | $478,841,968 | $717,582,606 | increased by$238,740,638 |
| Feb 1, 2022 | Accounts | 74 | 405 | increased by331 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CLASS VI” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CLASS VI” may also match similarly-named firms). Confirm identity against each filing.
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.