Family Financial Solutions Group provides portfolio management for individuals and small businesses.
Family Financial Solutions Group reports 20 clients. They include 16 high-net-worth individuals and 4 corporations and other businesses. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $501M across 20 accounts are not. It advised 20 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 80% | 72% |
| Corporations and other businesses | 20% | 28% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 16 | $362M | 72.4% | $22.6M |
| Corporations and other businesses | Fewer than 5 | $138M | 27.6% | $34.6M |
| Total | 20 | $501M | 100% | — |
- Clients
- 16
- Regulatory AUM
- $362M
- AUM share
- 72.4%
- Avg. per client
- $22.6M
- Clients
- Fewer than 5
- Regulatory AUM
- $138M
- AUM share
- 27.6%
- Avg. per client
- $34.6M
Total
- Clients
- 20
- Regulatory AUM
- $501M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 20
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Family Financial Solutions Group is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Michael Tyler owns 75% or more of Family Financial Solutions Group. It has 1 employee.
Leadership
- Michael TylerManaging Member and CCO
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Family Financial Solutions Group, LLC
Michael Tyler
Control person · since September 2006
Family Financial Solutions Group’s regulatory assets grew from $336M (March 2021) to $501M (March 2026); clients were 20 in both filings and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $501M | 20 | 1 | 1 |
| March 2025 | $435M | 20 | 1 | 1 |
| March 2024 | $351M | 17 | 1 | 1 |
| March 2023 | $310M | 20 | 1 | 1 |
| March 2022 | $367M | 22 | 1 | 1 |
| March 2021 | $336M | 20 | 1 | 1 |
Besides its headquarters, Family Financial Solutions Group has 0 offices, with 1 listed address in Colorado.
Colorado · 1 listed address
- 270 East College Drive, Suite 100, DurangoHQ
Contact and registration details
- Legal name
- Family Financial Solutions Group, LLC
- Headquarters
- 270 East College Drive, Suite 100, Durango, CO 81301
- Website
- Not reported
- Phone
- 970-259-1040
- SEC file
- 801-80223
- Structure
- Colorado LLC
- Fiscal year end
- December
Family Financial Solutions Group does not have custody of client assets.
At year end, Family Financial Solutions Group’s separately managed accounts were mostly in stocks (66%) and bonds (32%).
What the accounts hold
- Stocks66%
- Exchange-traded equities55%
- Non-exchange-traded equities11%
- Bonds32%
- U.S. government and agency bonds19%
- Investment grade corporate bonds10%
- High-yield corporate bonds3%
- Cash2%
How many clients does Family Financial Solutions Group have?
Family Financial Solutions Group has 20 clients and manages $501 million for them, as of March 2026. They include 16 high-net-worth individuals and 4 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 March 2026
What services does Family Financial Solutions Group offer?
Family Financial Solutions Group provides 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 many financial advisors does Family Financial Solutions Group have?
Family Financial Solutions Group has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 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 Family Financial Solutions Group invest in?
At the end of its last fiscal year, Family Financial Solutions Group’s separately managed accounts held 55% exchange-traded equities, 19% U.S. government and agency bonds, 11% non-exchange-traded equities, 10% investment grade corporate bonds, 3% high-yield corporate bonds and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Family Financial Solutions Group?
Family Financial Solutions Group’s direct owner is Michael Tyler (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 10 March 2026
How does Family Financial Solutions Group get paid?
Family Financial Solutions Group is paid through a percentage of assets under management. 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 Family Financial Solutions Group registered with the SEC?
Yes, Family Financial Solutions Group has been registered with the SEC as an investment adviser since 27 August 2014. Its CRD number is 172725 and its SEC file number is 801-80223.
Source: Form ADV Part 1A, Item 1, filed 10 March 2026; IAPD firm record
How do I contact Family Financial Solutions Group?
Family Financial Solutions Group’s main office is at 270 East College Drive, Suite 100, Durango, CO 81301. Its phone number is 970-259-1040.