Cherry Creek Family Offices provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions. Financial planning was provided to 11–25 clients last fiscal year. The firm advises 1 private fund.
Cherry Creek Family Offices reports 26 clients. They include 20 high-net-worth individuals and 6 pooled investment vehicles. Of its assets, 8.1% ($164M across 105 accounts) are managed with discretion; $1.86B across 1,179 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 77% | 97% |
| Pooled investment vehicles | 23% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 20 | $1.97B | 97.5% | $98.6M |
| Pooled investment vehicles | 6 | $50.9M | 2.5% | $8.49M |
| Total | 26 | $2.02B | 100% | $77.8M |
- Clients
- 20
- Regulatory AUM
- $1.97B
- AUM share
- 97.5%
- Avg. per client
- $98.6M
- Clients
- 6
- Regulatory AUM
- $50.9M
- AUM share
- 2.5%
- Avg. per client
- $8.49M
Total
- Clients
- 26
- Regulatory AUM
- $2.02B
- AUM share
- 100%
- Avg. per client
- $77.8M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 11–25
Cherry Creek Family Offices is paid through fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Kevin Burke owns 25% to 50% of Cherry Creek Family Offices. The leadership team of Cherry Creek Family Offices includes Chief Compliance Officer Kevin Burke. It has 16 employees, 6 of them in advisory roles.
Leadership
- Kevin BurkeManaging Member/Chief Compliance Officer
- Timothy UlfigPartner
- William NovakMember
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
- Morgan Antonette Atwell
- Kevin William Burke
- Corey Brian McKiernan
- Christin James McPartlan
- Jason Perlioni
- Timothy Joel Ulfig
Staff
- 16 employees
- 6 in advisory functions
- 5 state-registered reps
- Owns 75% or more of Cherry Creek Family Offices, LLC
Kent Weldon
Control person · since November 2020
- Owns 25% to 50% of Cherry Creek Family Offices, LLC
Kevin Burke
Control person · since January 2022
- Owns 25% to 50% of Cherry Creek Family Offices, LLC
Acl Cherry Creek LLC
Control person · since March 2022
- Owns 25% to 50% of Cherry Creek Family Offices, LLC
MTC Holding Company
Control person · since November 2024
- Owns 10% to 25% of Cherry Creek Family Offices, LLC
Usiu Holdings LLC
Control person · since October 2024
- Owns 75% or more of Usiu Holdings LLC
Timothy Ulfig
Control person · since November 2010
- Owns 5% to 10% of Cherry Creek Family Offices, LLC
William Novak
Control person · since November 2015
- Owns 5% to 10% of Cherry Creek Family Offices, LLC
Ccfo Minority Member, LLC
Control person · since June 2023
- Owns 50% to 75% of Ccfo Minority Member, LLC
Corey McKiernan
Control person · since June 2023
Cherry Creek Family Offices’ regulatory assets grew 2.4× from $855M (February 2021) to $2.02B (February 2026); clients rose from 14 to 26 and employees from 3 to 16.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $2.02B | 26 | 16 | 1 |
| July 2025 | $1.73B | 25 | 15 | 1 |
| March 2024 | $1.64B | 22 | 15 | 1 |
| March 2023 | $1.31B | 20 | 14 | 1 |
| June 2022 | $982M | 14 | 3 | 1 |
| February 2021 | $855M | 14 | 3 | 1 |
Besides its headquarters, Cherry Creek Family Offices has 0 offices, with 1 listed address in Colorado.
Colorado · 1 listed address
- 210 University BLVD, Suite 650, DenverHQ
Contact and registration details
- Legal name
- Cherry Creek Family Offices, LLC
- Headquarters
- 210 University BLVD, Suite 650, Denver, CO 80206
- Website
- ccfo.com
- Phone
- 303-862-9550
- SEC file
- 801-72210
- Structure
- Colorado LLC
- Fiscal year end
- December
Cherry Creek Family Offices uses Charles Schwab ($478M) as custodian for its separately managed accounts. Cherry Creek Family Offices has custody of $418M in client assets for 15 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $478M100%
At year end, Cherry Creek Family Offices’ separately managed accounts were mostly in funds (57%) and stocks (25%).
What the accounts hold
- Stocks25%
- Funds57%
- Pooled vehicles56%
- Registered funds1%
- Bonds9%
- Investment grade corporate bonds7%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash9%
How many clients does Cherry Creek Family Offices have?
Cherry Creek Family Offices has 26 clients and manages $2.02 billion for them, as of February 2026. They include 20 high-net-worth individuals and 6 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 February 2026
What services does Cherry Creek Family Offices offer?
Cherry Creek Family Offices provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Cherry Creek Family Offices use?
Cherry Creek Family Offices’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $478M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 February 2026
How many financial advisors does Cherry Creek Family Offices have?
Cherry Creek Family Offices has 5 investment adviser representatives registered with state securities authorities, out of 16 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Cherry Creek Family Offices invest in?
At the end of its last fiscal year, Cherry Creek Family Offices’ separately managed accounts held 56% pooled vehicles (private funds and similar), 25% exchange-traded equities, 9% cash and equivalents, 7% investment grade corporate bonds, 1% U.S. government and agency bonds, 1% state and local bonds and 1% registered funds (mutual funds, ETFs, BDCs). It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Cherry Creek Family Offices?
Cherry Creek Family Offices is owned through holding companies by Corey McKiernan and Timothy Ulfig. Its direct owners are William Novak (5% to 10%), Kevin Burke (25% to 50%), Acl Cherry Creek LLC (25% to 50%), Usiu Holdings LLC (10% to 25%), Ccfo Minority Member, LLC (5% to 10%), MTC Holding Company (25% to 50%) and Kent Weldon (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 24 February 2026
How does Cherry Creek Family Offices get paid?
Cherry Creek Family Offices is paid through fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Cherry Creek Family Offices registered with the SEC?
Yes, Cherry Creek Family Offices has been registered with the SEC as an investment adviser since 4 May 2011. Its CRD number is 156310 and its SEC file number is 801-72210.
Source: Form ADV Part 1A, Item 1, filed 24 February 2026; IAPD firm record
How do I contact Cherry Creek Family Offices?
Cherry Creek Family Offices’ main office is at 210 University BLVD, Suite 650, Denver, CO 80206. Its phone number is 303-862-9550. Its website is ccfo.com.