{"url":"https://nivawealth.com/firms/class-vi-family-office-285035","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/285035","regulatoryAum":1498011942,"crd":"285035","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2238919","suffix":null,"lastName":"BLACKBURN","firstName":"MATTHEW","middleName":"DENNIS"},{"crd":"7737077","suffix":null,"lastName":"Getty","firstName":"Julia","middleName":"Evans"},{"crd":"7954226","suffix":null,"lastName":"Krapfl","firstName":"Benjamin","middleName":"Samuel"},{"crd":"6311998","suffix":null,"lastName":"McCaslin","firstName":"Luke","middleName":"Austin"},{"crd":"6062807","suffix":null,"lastName":"ROBINSON","firstName":"GINNY","middleName":null},{"crd":"6968606","suffix":null,"lastName":"SWIERCZEWSKI","firstName":"SEAN","middleName":"THOMAS"},{"crd":"6707522","suffix":null,"lastName":"Tinoco","firstName":"Dalyce","middleName":"B"},{"crd":"5626789","suffix":null,"lastName":"YOUNGER","firstName":"CHRISTOPHER","middleName":"JON"}],"total":8,"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":"2021-02-05","regulatoryAum":478841968,"clients":74,"employees":5,"offices":1},{"filedOn":"2022-04-28","regulatoryAum":717582606,"clients":90,"employees":5,"offices":1},{"filedOn":"2023-02-01","regulatoryAum":958632592,"clients":101,"employees":5,"offices":1},{"filedOn":"2024-07-11","regulatoryAum":1005775067,"clients":153,"employees":7,"offices":1},{"filedOn":"2025-02-25","regulatoryAum":1190366969,"clients":170,"employees":8,"offices":1},{"filedOn":"2026-02-11","regulatoryAum":1498011942,"clients":201,"employees":9,"offices":1}],"secFileNumber":"801-111938","legalName":"Class VI Family Office, LLC","displayName":"Class VI Family Office","slug":"class-vi-family-office-285035","website":"https://classvipartners.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/285035/3087053e89cb4324-r1.webp","tone":"dark","width":686,"height":200,"sourceUrl":"https://www.classvipartners.com","sourceLabel":"Class VI Family Office, LLC, 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":"255 Fillmore Street, Suite 500","city":"Denver","state":"CO","stateName":"Colorado","country":"United States","postalCode":"80206"},"tradeNames":[],"registration":{"secApproved":"27 October 2017","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":7632682.861538461,"staff":{"employees":9,"advisory":8,"brokerDealerReps":2,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":1498011942,"discretionary":1482893658,"discretionaryAccounts":813,"nonDiscretionary":15118284,"nonDiscretionaryAccounts":11,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":47,"regulatoryAum":11270749},{"label":"High-net-worth individuals","clients":148,"regulatoryAum":1477102409},{"label":"Charitable organizations","clients":1,"regulatoryAum":31974},{"label":"Corporations and other businesses","clients":5,"regulatoryAum":9606810}],"feePrograms":[{"role":"main","program":"Investment Management Fees and Compensation","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008393","versionId":1008393,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-02-11","documentName":"PART 2A BROCHURE","fee_rate_low":null,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":1000000,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Consulting Fees","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008393","versionId":1008393,"submittedOn":"2026-02-11","documentName":"PART 2A BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T05:16:41.115465+00:00","documents":[{"name":"PART 2A BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008393","versionId":1008393,"submittedOn":"2026-02-11"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":1498011942}],"custodyNote":"Class VI Family Office does not have custody of client assets.","leadership":[{"name":"Luke McCaslin","title":"Member","crd":"6311998"},{"name":"David Tolson","title":"CCO","crd":"5626792"},{"name":"Dalyce Young","title":"Member","crd":"6707522"}],"ownership":[{"label":"Class VI Investments, LLC","detail":"Managing member in the 50% to 75% ownership band and a control person, since August 2016."},{"label":"MDBHBZ Investments LLC","detail":"Member in the 25% to 50% ownership band and a control person, since October 2018."},{"label":"DKGC Investments, LLC","detail":"Indirect owner: a member of Class VI Investments, LLC in the 50% to 75% band and a control person, since December 2014.","parent":"Class VI Investments, LLC"},{"label":"Christopher Younger","detail":"Indirect owner: a managing member of Silvercloud Investments, LLC in the 75% or more band and a control person, since August 2016.","parent":"Silvercloud Investments, LLC"},{"label":"David Tolson","detail":"Indirect owner: a managing member of DKGC Investments, LLC in the 75% or more band and a control person, since August 2016.","parent":"DKGC Investments, LLC"},{"label":"Matthew Blackburn","detail":"Indirect owner: a member of MDBHBZ Investments LLC in the 75% or more band, since October 2018.","parent":"MDBHBZ Investments LLC"},{"label":"Zachary Gibson","detail":"Indirect owner: member of Kramerica Industries Incorporated, since September 2023.","parent":"Kramerica Industries Incorporated"}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Colorado","offices":1,"addresses":[{"street":"255 Fillmore Street, Suite 500","city":"Denver","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"303-243-5619","stateRegisteredReps":8,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Other"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":18},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":14},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":49},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":6},{"label":"Cash and cash equivalents","percent":10}],"privateFunds":0},"sources":{"adv1FilingDate":"11 February 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/285035/PDF/285035.pdf","brochureDate":"11 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008393","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 Class VI Family Office have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Class VI Family Office offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Class VI Family Office charge?","answer":"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.","source":"PART 2A BROCHURE, filed 11 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Class VI Family Office use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Class VI Family Office have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Class VI Family Office invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Class VI Family Office have a minimum investment?","answer":"Yes, Class VI Family Office’s minimum account size for its Investment Management Fees and Compensation is $1M.","source":"PART 2A BROCHURE, filed 11 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Class VI Family Office?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Class VI Family Office get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Class VI Family Office registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Class VI Family Office?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 11 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."}