# Cherry Creek Family Offices

> 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.

- CRD: 156310
- Filed as: CHERRY CREEK FAMILY OFFICES
- Legal name: Cherry Creek Family Offices, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/156310
- AdvisorCensus page: https://advisorcensus.com/firm/cherry-creek-family-offices-denver-co-156310

## Quick answers

**How is Cherry Creek Family Offices compensated?**
On its Form ADV (Item 5.E, October 2026), Cherry Creek Family Offices reports these compensation arrangements: fixed fees (other than subscription fees).

**Where is Cherry Creek Family Offices located?**
Cherry Creek Family Offices' principal office is in Denver, CO, according to its Form ADV.

**Is Cherry Creek Family Offices registered with the SEC or a state?**
Cherry Creek Family Offices is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 156310.

**How much does Cherry Creek Family Offices manage?**
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).

**How have Cherry Creek Family Offices' assets and staff changed since 2021?**
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.

**What types of clients does Cherry Creek Family Offices serve?**
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).

**Which custodians does Cherry Creek Family Offices use?**
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.

**Does Cherry Creek Family Offices report any disciplinary disclosures?**
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

**Does Cherry Creek Family Offices state an account minimum?**
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."

**What changed in Cherry Creek Family Offices' recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 24, 2026)

- Account minimum: $50,000,000

> There is a $50,000,000 minimum requirement to be a client through the creation of a managed account.

- Minimum annual fee: None

> We do not charge any minimum advisory fee for services provided.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $2,022,261,509
- Discretionary: $164,074,022
- Non-discretionary: $1,858,187,487

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 20 | $1,971,346,647 |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $50,914,862 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2011 (15 years)
- Employees: 16 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, IL, NC, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ccfo.com
- LinkedIn @ccfo

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $854,912,934 | 3 | February 25, 2021 |
| October 2022 | $982,483,422 | 3 | June 14, 2022 |
| October 2023 | $1,305,807,036 | 14 | March 24, 2023 |
| October 2024 | $1,639,395,473 | 15 | March 22, 2024 |
| October 2025 | $1,734,705,793 | 15 | July 21, 2025 |
| October 2026 | $2,022,261,509 | 16 | February 24, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cherry Creek Family Offices (CRD 156310): Form ADV filing data as of October 2026.