AdvisorCensus / Financial advisors / Colorado / Denver / Class VI Family Office, LLC
Class VI Family Office, LLC is an SEC-registered investment advisory firm in Denver, CO, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated February 11, 2026.
Quick answers
From the filingHow is Class VI Family Office, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Class VI Family Office, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
Where is Class VI Family Office, LLC located?
Class VI Family Office, LLC's principal office is in Denver, CO, according to its Form ADV.
Is Class VI Family Office, LLC registered with the SEC or a state?
Class VI Family Office, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 285035.
How much does Class VI Family Office, LLC manage?
Class VI Family Office, LLC reports $1,498,011,942 in regulatory assets under management in its Form ADV filing dated February 11, 2026 (99% discretionary).
How have Class VI Family Office, LLC's assets and staff changed since 2021?
In the Form ADV data for Class VI Family Office, LLC: Regulatory assets under management: $478,841,968 in the October 2021 data and $1,498,011,942 in the October 2026 data, up 213%. Total employees: 5 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Class VI Family Office, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (148); individuals (other than high net worth individuals) (47); corporations or other businesses not listed above (5).
Which custodians does Class VI Family Office, LLC use?
Class VI Family Office, LLC's 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 Class VI Family Office, LLC 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/285035
Does Class VI Family Office, LLC state an account minimum?
Its Form ADV Part 2A brochure dated February 11, 2026 says: "Our minimum initial account value is $1,000,000; however, we may accept accounts for less than this at our sole discretion."
What changed in Class VI Family Office, LLC's recent Form ADV filings?
In the March 2026 filing data: Employees performing advisory functions went from 7 to 8. Regulatory assets under management went from $1,190,366,969 to $1,498,011,942 (+26%). Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $1,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Our minimum initial account value is $1,000,000; however, we may accept accounts for less than this at our sole discretion.
As stated in the firm's Form ADV Part 2A brochure dated February 11, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$1,498,011,942 as of October 2026, filing dated February 11, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2017 (8 years)
- Employees
- Total: 9. Performing investment advisory functions: 8.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
6 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,498,011,942 | 9 | February 11, 2026 |
| October 2025 | $1,190,366,969 | 8 | February 25, 2025 |
| October 2024 | $1,005,775,067 | 7 | July 11, 2024 |
| October 2023 | $958,632,592 | 5 | February 1, 2023 |
| October 2022 | $717,582,606 | 5 | April 28, 2022 |
| October 2021 | $478,841,968 | 5 | September 21, 2021 |
Regulatory assets under management: $478,841,968 in the October 2021 data and $1,498,011,942 in the October 2026 data, up 213%.
Total employees: 5 in October 2021 and 9 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Employees performing advisory functions went from 7 to 8.
- Regulatory assets under management went from $1,190,366,969 to $1,498,011,942 (+26%).
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Class VI Family Office, LLC (CRD 285035): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/class-vi-family-office-llc-denver-co-285035