Class VI Family Office provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 101–250 clients last fiscal year.
Class VI Family Office reports 201 clients. They include 148 high-net-worth individuals, 47 individual clients, and 5 corporations and other businesses. Of its assets, 99.0% ($1.48B across 813 accounts) are managed with discretion; $15.1M across 11 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 23% | <1% |
| High-net-worth individuals | 74% | 99% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 2% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 47 | $11.3M | 0.8% | $240K |
| High-net-worth individuals | 148 | $1.48B | 98.6% | $9.98M |
| Charitable organizations | 1 | $32K | 0.0% | $32K |
| Corporations and other businesses | 5 | $9.61M | 0.6% | $1.92M |
| Total | 201 | $1.5B | 100% | $7.45M |
- Clients
- 47
- Regulatory AUM
- $11.3M
- AUM share
- 0.8%
- Avg. per client
- $240K
- Clients
- 148
- Regulatory AUM
- $1.48B
- AUM share
- 98.6%
- Avg. per client
- $9.98M
- Clients
- 1
- Regulatory AUM
- $32K
- AUM share
- 0.0%
- Avg. per client
- $32K
- Clients
- 5
- Regulatory AUM
- $9.61M
- AUM share
- 0.6%
- Avg. per client
- $1.92M
Total
- Clients
- 201
- Regulatory AUM
- $1.5B
- AUM share
- 100%
- Avg. per client
- $7.45M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Class VI Family Office charges up to 1.00% a year for its Investment Management Fees and Compensation. The fee is billed in arrears, is negotiable and requires an account of at least $1,000,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Consulting Fees
- Limited-scope consulting fees are negotiated with each client based on the extent and complexity of the project, billed in arrears as services are rendered.
Class VI Investments, LLC owns 50% to 75% of Class VI Family Office and is in turn owned by DKGC Investments, LLC (50–75%). It has 9 employees, 8 of them in advisory roles.
Leadership
- Luke McCaslinMember
- David TolsonCCO
- Dalyce YoungMember
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
- Matthew Dennis Blackburn
- Julia Evans Getty
- Benjamin Samuel Krapfl
- Luke Austin McCaslin
- Ginny Robinson
- Sean Thomas Swierczewski
- Dalyce B Tinoco
- Christopher Jon Younger
Staff
- 9 employees
- 8 in advisory functions
- 8 state-registered reps
- 2 broker-dealer reps
- Owns 75% or more of Class VI Family Office, LLC
Christopher Younger
Control person · since August 2016
- Owns 50% to 75% of Class VI Family Office, LLC
Class VI Investments, LLC
Control person · since August 2016
- Owns 50% to 75% of Class VI Investments, LLC
DKGC Investments, LLC
Control person · since December 2014
- Owns 75% or more of DKGC Investments, LLC
David Tolson
Control person · since August 2016
- Owns 25% to 50% of Class VI Family Office, LLC
MDBHBZ Investments LLC
Control person · since October 2018
- Owns 75% or more of MDBHBZ Investments LLC
Matthew Blackburn
since October 2018
Zachary Gibson
Member of Kramerica Industries Incorporated · since September 2023
Class VI Family Office’s regulatory assets grew 3.1× from $479M (February 2021) to $1.5B (February 2026); clients rose from 74 to 201 and employees from 5 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $1.5B | 201 | 9 | 1 |
| February 2025 | $1.19B | 170 | 8 | 1 |
| July 2024 | $1.01B | 153 | 7 | 1 |
| February 2023 | $959M | 101 | 5 | 1 |
| April 2022 | $718M | 90 | 5 | 1 |
| February 2021 | $479M | 74 | 5 | 1 |
Besides its headquarters, Class VI Family Office has 0 offices, with 1 listed address in Colorado.
Colorado · 1 listed address
- 255 Fillmore Street, Suite 500, DenverHQ
Contact and registration details
- Legal name
- Class VI Family Office, LLC
- Headquarters
- 255 Fillmore Street, Suite 500, Denver, CO 80206
- Website
- classvipartners.com
- Phone
- 303-243-5619
- SEC file
- 801-111938
- Structure
- Colorado LLC
- Fiscal year end
- December
Class VI Family Office uses Charles Schwab ($1.5B) as custodian for its separately managed accounts. Class VI Family Office does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $1.5B100%
At year end, Class VI Family Office’s separately managed accounts were mostly in funds (55%) and stocks (18%).
What the accounts hold
- Stocks18%
- Funds55%
- Registered funds49%
- Pooled vehicles6%
- Bonds16%
- State and local bonds14%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- Cash10%
Filed values cover 99%. The neutral 1% gap has no reported category.
How many clients does Class VI Family Office have?
Class VI Family Office has 201 clients and manages $1.5 billion for them, as of February 2026. They include 148 high-net-worth individuals, 47 individual clients, and 5 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 February 2026
What services does Class VI Family Office offer?
Class VI Family Office provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Class VI Family Office charge?
Class VI Family Office charges up to 1.00% a year for its Investment Management Fees and Compensation. The fee is billed in arrears, is negotiable and requires an account of at least $1,000,000.
Which custodians does Class VI Family Office use?
Class VI Family Office’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.5B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 February 2026
How many financial advisors does Class VI Family Office have?
Class VI Family Office has 8 investment adviser representatives registered with state securities authorities, out of 9 employees, and 8 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 0 employees are 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 Class VI Family Office invest in?
At the end of its last fiscal year, Class VI Family Office’s separately managed accounts held 49% registered funds (mutual funds, ETFs, BDCs), 18% exchange-traded equities, 14% state and local bonds, 10% cash and equivalents, 6% pooled vehicles (private funds and similar), 1% U.S. government and agency bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Class VI Family Office have a minimum investment?
Yes, Class VI Family Office’s minimum account size for its Investment Management Fees and Compensation is $1M.
Who owns Class VI Family Office?
Class VI Family Office is owned through a chain of holding companies by David Tolson and Matthew Blackburn. Its direct owners are Class VI Investments, LLC (50% to 75%), MDBHBZ Investments LLC (25% to 50%) and Christopher Younger (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 11 February 2026
How does Class VI Family Office get paid?
Class VI Family Office is paid through a percentage of assets under management and 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 Class VI Family Office registered with the SEC?
Yes, Class VI Family Office has been registered with the SEC as an investment adviser since 27 October 2017. Its CRD number is 285035 and its SEC file number is 801-111938.
Source: Form ADV Part 1A, Item 1, filed 11 February 2026; IAPD firm record
How do I contact Class VI Family Office?
Class VI Family Office’s main office is at 255 Fillmore Street, Suite 500, Denver, CO 80206. Its phone number is 303-243-5619. Its website is classvipartners.com.