# 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.

- CRD: 285035
- Filed as: CLASS VI FAMILY OFFICE, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: February 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/285035
- AdvisorCensus page: https://advisorcensus.com/firm/class-vi-family-office-llc-denver-co-285035

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 11, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> 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 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: $1,498,011,942
- Discretionary: $1,482,893,658
- Non-discretionary: $15,118,284

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 47 | $11,270,749 |
| High net worth individuals | 148 | $1,477,102,409 |
| Charitable organizations | 1 | $31,974 |
| Corporations or other businesses not listed above | 5 | $9,606,810 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2017 (8 years)
- Employees: 9 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- classvifamilyoffice.com
- classvipartners.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $478,841,968 | 5 | September 21, 2021 |
| October 2022 | $717,582,606 | 5 | April 28, 2022 |
| October 2023 | $958,632,592 | 5 | February 1, 2023 |
| October 2024 | $1,005,775,067 | 7 | July 11, 2024 |
| October 2025 | $1,190,366,969 | 8 | February 25, 2025 |
| October 2026 | $1,498,011,942 | 9 | February 11, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Class VI Family Office, LLC (CRD 285035): Form ADV filing data as of October 2026.