{
  "crd_number": 156310,
  "slug": "cherry-creek-family-offices-denver-co-156310",
  "primary_business_name": "CHERRY CREEK FAMILY OFFICES",
  "legal_name": "CHERRY CREEK FAMILY OFFICES, LLC",
  "dbas": [],
  "city": "Denver",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "19740",
  "metro": {
    "cbsa_code": "19740",
    "common_name": "Denver",
    "msa_name": "Denver-Aurora-Centennial, CO",
    "path": "/advisors/co/denver"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2011-05-04",
  "years_registered": 15,
  "period": "2026-10-01",
  "filing_date": "2026-02-24",
  "carried_forward": false,
  "raum_total": 2022261509.0,
  "raum_discretionary": 164074022.0,
  "raum_non_discretionary": 1858187487.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 16,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 1971346647.0,
      "count": 20
    },
    "pooled_investment_vehicles": {
      "raum": 50914862.0,
      "count": 6
    }
  },
  "compensation_types": [
    "fixed"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "IL",
    "NC",
    "NY",
    "TX"
  ],
  "websites": [
    "https://ccfo.com",
    "https://linkedin.com/company/ccfo"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/156310",
  "city_as_filed": "DENVER",
  "url": "https://advisorcensus.com/firm/cherry-creek-family-offices-denver-co-156310",
  "display_name": "Cherry Creek Family Offices",
  "summary": "Cherry Creek Family Offices is an SEC-registered investment advisory firm in Denver, CO, registered since 2011, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated February 24, 2026.",
  "citation": "AdvisorCensus. Cherry Creek Family Offices (CRD 156310): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Cherry Creek Family Offices compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Cherry Creek Family Offices reports these compensation arrangements: fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Cherry Creek Family Offices located?",
      "a": "Cherry Creek Family Offices' principal office is in Denver, CO, according to its Form ADV."
    },
    {
      "q": "Is Cherry Creek Family Offices registered with the SEC or a state?",
      "a": "Cherry Creek Family Offices is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 156310."
    },
    {
      "q": "How much does Cherry Creek Family Offices manage?",
      "a": "Cherry Creek Family Offices reports $2,022,261,509 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (8% discretionary)."
    },
    {
      "q": "How have Cherry Creek Family Offices' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Cherry Creek Family Offices: Regulatory assets under management: $854,912,934 in the October 2021 data and $2,022,261,509 in the October 2026 data, up 137%. Total employees: 3 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Cherry Creek Family Offices serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (20); pooled investment vehicles (other than investment companies and business development companies) (6)."
    },
    {
      "q": "Which custodians does Cherry Creek Family Offices use?",
      "a": "Cherry Creek Family Offices' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Cherry Creek Family Offices report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/156310"
    },
    {
      "q": "Does Cherry Creek Family Offices state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 24, 2026 says: \"There is a $50,000,000 minimum requirement to be a client through the creation of a managed account.\""
    },
    {
      "q": "What changed in Cherry Creek Family Offices' recent Form ADV filings?",
      "a": "In the March 2026 filing data: Employees performing advisory functions went from 4 to 6. Regulatory assets under management went from $1,734,705,793 to $2,022,261,509 (+17%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 854912934.0,
      "total_employees": 3,
      "filing_date": "2021-02-25"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 982483422.0,
      "total_employees": 3,
      "filing_date": "2022-06-14"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1305807036.0,
      "total_employees": 14,
      "filing_date": "2023-03-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1639395473.0,
      "total_employees": 15,
      "filing_date": "2024-03-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1734705793.0,
      "total_employees": 15,
      "filing_date": "2025-07-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2022261509.0,
      "total_employees": 16,
      "filing_date": "2026-02-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 6.",
        "Regulatory assets under management went from $1,734,705,793 to $2,022,261,509 (+17%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 24, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$50,000,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "None",
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $50,000,000"
        ],
        "quotes": [
          "There is a $50,000,000 minimum requirement to be a client through the creation of a managed account."
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: None"
        ],
        "quotes": [
          "We do not charge any minimum advisory fee for services provided."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 50000000.0,
      "minimum_annual_fee": 0.0,
      "planning": []
    },
    "quotes": [
      "There is a $50,000,000 minimum requirement to be a client through the creation of a managed account.",
      "We do not charge any minimum advisory fee for services provided."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/cherry-creek-family-offices-denver-co-156310.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 20,
      "fewer_than_5": false,
      "raum": 1971346647.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 50914862.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/156310",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}