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PULLIAM FAMILY OFFICE, LLC
CRD 338839File 801-134600
APPROVED
Retail clients
Custody
Filing as of May 5, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$141.7M
Bottom 25% of cohort (national)
Discretionary AUM
$141.7M
Clients
37
215 accounts
Employees
3
Bottom 25% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Dec 8, 2025
- Principal office
- 426 BELLEVIEW AVE., SUITE 203, CRESTED BUTTE, CO, 81224
- Phone
- 972-947-9400
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $141.7M
- Discretionary AUM
- $141.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 215
- Non-discretionary accounts
- 0
- Total accounts
- 215
- AUM per client
- $3.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 37 | $141.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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 |
|---|---|---|---|---|
| May 1, 2026 | Registration | APPROVED-120 | APPROVED | |
| May 1, 2026 | Employees | 4 | 3 | decreased by1 |
| May 1, 2026 | Custody | No | Yes | |
| May 1, 2026 | Clients | 0 | 37 | increased by37 |
| May 1, 2026 | AUM | $0 | $141,743,358 | increased by$141,743,358 |
| May 1, 2026 | Accounts | 0 | 215 | increased by215 |
| Jan 1, 2026 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PULLIAM FAMILY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PULLIAM FAMILY” 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.