Wealth manager, independent · Denver, CO
Cherry Creek Family Offices
Cherry Creek Family Offices, LLC · SEC-registered investment adviser · CRD 156310 · SEC 801-72210
At a glance
Cherry Creek Family Offices is an SEC-registered investment adviser based in Denver, Colorado, with $2.0B in regulatory assets under management as of its Form ADV filed February 24, 2026. It reports 20 individual clients, 20 of them high-net-worth, holding an average of about $99 million each, and 16 employees. That ranks it 550th among the nation’s 5,657 independent wealth management RIAs and 11th of 177 in Colorado. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 303-862-9550ccfo.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.0B
- Rank among independent wealth managers
- #550 of 5,657
- Rank among all SEC RIAs
- #3,607 of 17,210
- Rank in Colorado
- #11 of 177
- Individual clients
- 20
- High-net-worth clients
- 20
- Accounts
- 1,284
- Discretionary
- 8% of AUM
- Employees
- 16
- Advisory staff
- 6
- Offices
- 1
Owners and executives on its Form ADV
- Timothy J. UlfigPartner
- William B. NovakMember
- Kevin W. BurkeManaging Member/chief Compliance Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Cherry Creek Family Offices reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 20 | $2.0B | 97% |
| Pooled investment vehicles | 6 | $51M | 3% |
Private funds
Cherry Creek Family Offices reports 1 private funds with $30M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Cherry Creek Family Offices reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗ccfo.com ↗
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The full record on Cherry Creek Family Offices
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,956 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Colorado
All of Colorado →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Obermeyer Wealth PartnersAspen | $3.0B | 1,115 |
| BSW Wealth PartnersBoulder | $2.2B | 476 |
| PCM Encore, LLCAspen | $2.0B | 175 |
| Nilsine Partners, LLCGreenwood Village | $1.9B | 540 |
| Buck Wealth Strategies, LLCDenver | $1.6B | 2,734 |
| TownsendWestminster | $1.5B | 1,514 |
Background
Questions
How much does Cherry Creek Family Offices manage?
Cherry Creek Family Offices reports $2.0B in regulatory assets under management across 1,284 accounts, 8% of it on a discretionary basis, on its Form ADV filed February 24, 2026.
How many clients does Cherry Creek Family Offices have?
It reports 20 individual clients: 20 high-net-worth individuals and 0 other individuals. Individuals account for about 97% of its regulatory assets.
Where is Cherry Creek Family Offices headquartered?
Its main office is in Denver, Colorado. It reports 1 office in total and 16 employees, 6 of whom perform investment advisory functions.
How does Cherry Creek Family Offices charge clients?
On Form ADV it lists these forms of compensation: fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Cherry Creek Family Offices use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed February 24, 2026, it reports these amounts held: Charles Schwab ($478M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Cherry Creek Family Offices a hybrid RIA with a broker-dealer?
Cherry Creek Family Offices reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Cherry Creek Family Offices a fiduciary?
As an SEC-registered investment adviser, Cherry Creek Family Offices owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Cherry Creek Family Offices’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-02-24), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →