{
  "crd_number": 338839,
  "slug": "pulliam-family-office-llc-crested-butte-co-338839",
  "primary_business_name": "PULLIAM FAMILY OFFICE, LLC",
  "legal_name": "PULLIAM FAMILY OFFICE, LLC",
  "dbas": [],
  "city": "Crested Butte",
  "state": "CO",
  "country": "United States",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-12-08",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-05-05",
  "carried_forward": false,
  "raum_total": 141743358.0,
  "raum_discretionary": 141743358.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 141743358.0,
      "count": 37
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO",
    "TX"
  ],
  "websites": [
    "https://pulliamfamilyoffice.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/338839",
  "city_as_filed": "CRESTED BUTTE",
  "url": "https://advisorcensus.com/firm/pulliam-family-office-llc-crested-butte-co-338839",
  "display_name": "Pulliam Family Office, LLC",
  "summary": "Pulliam Family Office, LLC is an SEC-registered investment advisory firm in Crested Butte, CO, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 5, 2026.",
  "citation": "AdvisorCensus. Pulliam Family Office, LLC (CRD 338839): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Pulliam Family Office, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Pulliam Family Office, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Pulliam Family Office, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated May 5, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states); Subscription: $1,700 a month (financial planning services rendered); Flat fee: $600 to $45,000 (financial planning services); Hourly rate: up to $675 an hour (family office services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Pulliam Family Office, LLC located?",
      "a": "Pulliam Family Office, LLC's principal office is in Crested Butte, CO, according to its Form ADV."
    },
    {
      "q": "Is Pulliam Family Office, LLC registered with the SEC or a state?",
      "a": "Pulliam Family Office, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338839."
    },
    {
      "q": "How much does Pulliam Family Office, LLC manage?",
      "a": "Pulliam Family Office, LLC reports $141,743,358 in regulatory assets under management in its Form ADV filing dated May 5, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Pulliam Family Office, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (37)."
    },
    {
      "q": "Which custodians does Pulliam Family Office, LLC use?",
      "a": "Pulliam 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."
    },
    {
      "q": "Does Pulliam Family Office, LLC 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/338839"
    },
    {
      "q": "What changed in Pulliam Family Office, LLC's recent Form ADV filings?",
      "a": "In the May 2026 filing data: Registered or notice-filed in TX. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Registered or notice-filed in TX.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 5, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1.5% of assets a year",
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Subscription: $1,700 a month (financial planning services rendered)",
      "Flat fee: $600 to $45,000 (financial planning services)",
      "Hourly rate: up to $675 an hour (family office services)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Our Firm offers investment management services for an annual fee based on the amount of assets under management. Our maximum annual fee is 1.5% and we do not have a required minimum account size."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $1,700 a month (financial planning services rendered)"
        ],
        "quotes": [
          "Pulliam Family Office charges a $1,700 monthly retainer, payable monthly in advance, for financial planning services rendered."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $600 to $45,000 (financial planning services)"
        ],
        "quotes": [
          "There is a range in the amount of the fixed fee charged by our Firm for financial planning services. The minimum fee is $600, and the maximum fixed fee is $45,000."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: up to $675 an hour (family office services)"
        ],
        "quotes": [
          "Pulliam Family Office charges clients fees at an maximum hourly rate of $675 per hour for family office services."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 1.5,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "subscription",
          "amount": 1700.0,
          "min": null,
          "max": null,
          "period": "monthly",
          "service": "financial planning services rendered"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 600.0,
          "max": 45000.0,
          "period": "one_time",
          "service": "financial planning services"
        },
        {
          "kind": "hourly",
          "amount": null,
          "min": null,
          "max": 675.0,
          "period": "hour",
          "service": "family office services"
        }
      ]
    },
    "quotes": [
      "Our Firm offers investment management services for an annual fee based on the amount of assets under management. Our maximum annual fee is 1.5% and we do not have a required minimum account size.",
      "Pulliam Family Office charges a $1,700 monthly retainer, payable monthly in advance, for financial planning services rendered.",
      "There is a range in the amount of the fixed fee charged by our Firm for financial planning services. The minimum fee is $600, and the maximum fixed fee is $45,000.",
      "Pulliam Family Office charges clients fees at an maximum hourly rate of $675 per hour for family office services."
    ],
    "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/pulliam-family-office-llc-crested-butte-co-338839.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 37,
      "fewer_than_5": false,
      "raum": 141743358.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "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/338839",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}