{"url":"https://nivawealth.com/firms/cherry-creek-family-offices-156310","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/156310","regulatoryAum":2022261509,"crd":"156310","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7784841","suffix":null,"lastName":"Atwell","firstName":"Morgan","middleName":"Antonette"},{"crd":"2011787","suffix":null,"lastName":"BURKE","firstName":"KEVIN","middleName":"WILLIAM"},{"crd":"4425032","suffix":null,"lastName":"MCKIERNAN","firstName":"COREY","middleName":"BRIAN"},{"crd":"6603330","suffix":null,"lastName":"McPartlan","firstName":"Christin","middleName":"James"},{"crd":"8134019","suffix":null,"lastName":"Perlioni","firstName":"Jason","middleName":null},{"crd":"2506011","suffix":null,"lastName":"ULFIG","firstName":"TIMOTHY","middleName":"JOEL"}],"total":6,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-02-25","regulatoryAum":854912934,"clients":14,"employees":3,"offices":1},{"filedOn":"2022-06-14","regulatoryAum":982483422,"clients":14,"employees":3,"offices":1},{"filedOn":"2023-03-24","regulatoryAum":1305807036,"clients":20,"employees":14,"offices":1},{"filedOn":"2024-03-22","regulatoryAum":1639395473,"clients":22,"employees":15,"offices":1},{"filedOn":"2025-07-21","regulatoryAum":1734705793,"clients":25,"employees":15,"offices":1},{"filedOn":"2026-02-24","regulatoryAum":2022261509,"clients":26,"employees":16,"offices":1}],"secFileNumber":"801-72210","legalName":"Cherry Creek Family Offices, LLC","displayName":"Cherry Creek Family Offices","slug":"cherry-creek-family-offices-156310","website":"https://ccfo.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/156310/7c3647cc610f3733-r1.webp","tone":"light","width":355,"height":200,"sourceUrl":"https://www.ccfo.com/","sourceLabel":"Cherry Creek Family Offices, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Colorado limited liability company","fiscalYearEnd":"December","headquarters":{"street":"210 University BLVD, Suite 650","city":"Denver","state":"CO","stateName":"Colorado","country":"United States","postalCode":"80206"},"tradeNames":[],"registration":{"secApproved":"4 May 2011","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":98567332.35,"staff":{"employees":16,"advisory":6,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":2022261509,"discretionary":164074022,"discretionaryAccounts":105,"nonDiscretionary":1858187487,"nonDiscretionaryAccounts":1179,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"High-net-worth individuals","clients":20,"regulatoryAum":1971346647},{"label":"Pooled investment vehicles","clients":6,"regulatoryAum":50914862}],"feePrograms":[],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T04:54:07.958771+00:00","documents":[{"name":"FORM ADV PART 2A DISCLOSURE BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011372","versionId":1011372,"submittedOn":"2026-02-24"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":478000000}],"custodyNote":"Cherry Creek Family Offices has custody of $418M in client assets for 15 clients.","leadership":[{"name":"Kevin Burke","title":"Managing Member/Chief Compliance Officer","crd":"2011787"},{"name":"Timothy Ulfig","title":"Partner","crd":"2506011"},{"name":"William Novak","title":"Member","crd":"6042609"}],"ownership":[{"label":"William Novak","detail":"Member in the 5% to 10% ownership band and a control person, since November 2015."},{"label":"Kevin Burke","detail":"Managing member/chief compliance officer in the 25% to 50% ownership band and a control person, since January 2022. Also a managing member and sole owner of Acl Cherry Creek LLC in the 75% or more band and a control person, since November 2021."},{"label":"Acl Cherry Creek LLC","detail":"Owner in the 25% to 50% ownership band and a control person, since March 2022."},{"label":"Usiu Holdings LLC","detail":"Owner in the 10% to 25% ownership band and a control person, since October 2024."},{"label":"Ccfo Minority Member, LLC","detail":"Llc in the 5% to 10% ownership band and a control person, since June 2023."},{"label":"MTC Holding Company","detail":"Owner in the 25% to 50% ownership band and a control person, since November 2024."},{"label":"Kent Weldon","detail":"Indirect owner: a partner of Bravura Capital, LLC in the 75% or more band and a control person, since November 2020.","parent":"Bravura Capital, LLC"},{"label":"Corey McKiernan","detail":"Indirect owner: a cio of Ccfo Minority Member, LLC in the 50% to 75% band and a control person, since June 2023.","parent":"Ccfo Minority Member, LLC"},{"label":"Timothy Ulfig","detail":"Indirect owner: a partner of Usiu Holdings LLC in the 75% or more band and a control person, since November 2010.","parent":"Usiu Holdings LLC"}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Colorado","offices":1,"addresses":[{"street":"210 University BLVD, Suite 650","city":"Denver","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"303-862-9550","stateRegisteredReps":5,"otherAdviserReps":0,"compensation":["Fixed fees (other than subscription fees)"],"activities":["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"],"financialPlanningClients":"11-25","assetMix":[{"label":"Exchange-traded equity securities","percent":25},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":7},{"label":"Securities issued by registered investment companies or business development companies","percent":1},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":56},{"label":"Cash and cash equivalents","percent":9}],"privateFunds":1},"sources":{"adv1FilingDate":"24 February 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/156310/PDF/156310.pdf","brochureDate":"24 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011372","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Cherry Creek Family Offices have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Cherry Creek Family Offices offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Cherry Creek Family Offices use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Cherry Creek Family Offices have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Cherry Creek Family Offices invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Cherry Creek Family Offices?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Cherry Creek Family Offices get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Cherry Creek Family Offices registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Cherry Creek Family Offices?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 24 February 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}