SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Cherry Creek Family Offices
Denver, CO
Cherry Creek Family Offices, LLC, CRD 156310
Firm filing updated February 24, 2026 ·
- $2BAssets
- 26Clients
- 6Advisory staff
- 1,284Accounts
Fees and minimums
All fee types on the form
- Fixed feesYes
- Percentage of assets under managementNo
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals20
- Pooled vehicles6
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 20 | $2.0 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $50.9 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 4 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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
Assets and accounts
- Regulatory assets$2.0 billion
- Accounts1,284
- Discretionary$164.1 million · 105 accounts
- Non-discretionary$1.9 billion · 1,179 accounts
People
- Employees16
- Advisory staff6
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients11 to 25
Advisors
4 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Cherry Creek Family Offices, LLC SEC-registered investment advisor. CRD 156310, SEC file 801-72210.
- Registered with the SEC as an investment advisor (status date on record: May 4, 2011).
Is Cherry Creek Family Offices a fiduciary?
Short answer: Cherry Creek Family Offices is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.