Wealth manager, independent · Denver, CO
Class VI Family Office, LLC
SEC-registered investment adviser · CRD 285035 · SEC 801-111938
At a glance
Class VI Family Office, LLC is an SEC-registered investment adviser based in Denver, Colorado, with $1.5B in regulatory assets under management as of its Form ADV filed February 11, 2026. It reports 195 individual clients, 148 of them high-net-worth, holding an average of about $7.6 million each, and 9 employees. That ranks it 731st among the nation’s 5,657 independent wealth management RIAs and 15th of 177 in Colorado. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 303-243-5619classvifamilyoffice.comAs filed on Form ADV
- Regulatory AUM
- $1.5B
- Rank among independent wealth managers
- #731 of 5,657
- Rank among all SEC RIAs
- #4,260 of 17,210
- Rank in Colorado
- #15 of 177
- Individual clients
- 195
- High-net-worth clients
- 148
- Accounts
- 824
- Discretionary
- 99% of AUM
- Employees
- 9
- Advisory staff
- 8
- Offices
- 1
Owners and executives on its Form ADV
- David C. TolsonCCO
- Dalyce B YoungMember
- Luke A. McCaslinMember
Custody and brokerage
Broker-dealer
Hybrid RIA
Class VI Family Office, LLC is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Class VI Securities, LLC.
- Class VI Securities, LLC ↗CRD 148772
An introducing broker-dealer: its trades clear through another firm, which holds the brokerage accounts. Its annual audited report filed with the SEC, March 2026
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 148 | $1.5B | 99% |
| Individuals | 47 | $11M | <1% |
| Corporations or other businesses | 5 | $10M | <1% |
| Charitable organizations | 1 | $0M | <1% |
Disciplinary disclosures
Class VI Family Office, LLC 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
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗classvifamilyoffice.com ↗
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The full record on Class VI Family Office, LLC
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, 9 years of filings
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- Growth over one, three and five years
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- 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 |
|---|---|---|
| Nilsine Partners, LLCGreenwood Village | $1.9B | 540 |
| Buck Wealth Strategies, LLCDenver | $1.6B | 2,734 |
| TownsendWestminster | $1.5B | 1,514 |
| The InstituteDenver | $1.4B | 803 |
| Capital Investment Counsel, LLCDenver | $1.4B | 463 |
| Paragon Capital ManagementDenver | $1.3B | 187 |
Background
Questions
How much does Class VI Family Office, LLC manage?
Class VI Family Office, LLC reports $1.5B in regulatory assets under management across 824 accounts, 99% of it on a discretionary basis, on its Form ADV filed February 11, 2026.
How many clients does Class VI Family Office, LLC have?
It reports 195 individual clients: 148 high-net-worth individuals and 47 other individuals. Individuals account for about 99% of its regulatory assets.
Where is Class VI Family Office, LLC headquartered?
Its main office is in Denver, Colorado. It reports 1 office in total and 9 employees, 8 of whom perform investment advisory functions.
How does Class VI Family Office, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; 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 Class VI Family Office, LLC use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed February 11, 2026, it reports these amounts held: Charles Schwab ($1.5B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Class VI Family Office, LLC a hybrid RIA with a broker-dealer?
Class VI Family Office, LLC is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Class VI Securities, LLC. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Class VI Family Office, LLC a fiduciary?
As an SEC-registered investment adviser, Class VI Family Office, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 2 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Class VI Family Office, LLC’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 (2026-02-11), 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 →