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.
Class VI Family Office, LLC
Denver, CO
CRD 285035
Firm filing updated February 11, 2026 ·
- $1.5BAssets
- 201Clients
- 8Advisory staff
- 824Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals148
- Individuals47
- Corporations or other businesses5
- Charities1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 47 | $11.3 million |
| High net worth individuals | 148 | $1.5 billion |
| Charitable organizations | 1 | $31,974 |
| Corporations or other businesses not listed above | 5 | $9.6 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
- Other: "CONSULTING"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other: "CONSULTING"
Assets and accounts
- Regulatory assets$1.5 billion
- Accounts824
- Discretionary$1.5 billion · 813 accounts
- Non-discretionary$15.1 million · 11 accounts
People
- Employees9
- Advisory staff8
- Broker-dealer reps2
- Licensed insurance agents0
- Planning clients101 to 250
Advisors
7 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 285035, SEC file 801-111938.
- Registered with the SEC as an investment advisor (status date on record: October 27, 2017).
Is Class VI Family Office, LLC a fiduciary?
Short answer: Class VI Family Office, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 2 staff are broker-dealer representatives and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
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.