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CRD 285035
DENVER, CO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| MATTHEW DENNIS BLACKBURN | n/a | DENVER, CO | 3 | 33 | 3 | no |
| CHRISTOPHER JON YOUNGER | n/a | DENVER, CO | 3 | 22 | 1 | yes |
| Dalyce B Tinoco | Certified Financial Planner | DENVER, CO | 3 | 10 | 1 | no |
| SEAN THOMAS SWIERCZEWSKI | n/a | DENVER, CO | 3 | 10 | 2 | no |
| Luke Austin McCaslin | Certified Financial Planner | DENVER, CO | 3 | 15 | 3 | no |
| Benjamin Samuel Krapfl | n/a | DENVER, CO | 2 | 12 | n/a | no |
| GINNY ROBINSON | n/a | DENVER, CO | 1 | 14 | 2 | no |
| Julia Evans Getty | n/a | DENVER, CO | 1 | 14 | 1 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| MDBHBZ INVESTMENTS LLC | Member | C | yes | 10/2018 | Feb 11, 2026 | Feb 11, 2026 |
| TOLSON, DAVID, CHILLINGWORTH | Cco | Na | yes | 08/2016 | Feb 11, 2026 | Feb 11, 2026 |
| CLASS VI INVESTMENTS, LLC | MANAGING MEMBER | D | yes | 08/2016 | Oct 2, 2020 | Nov 20, 2024 |
| DKGC INVESTMENTS, LLC | Member | D | yes | 12/2014 | Aug 25, 2016 | Nov 20, 2024 |
| SILVERCLOUD INVESMENTS, LLC | Member | D | yes | 12/2014 | Aug 25, 2016 | Nov 20, 2024 |
| TOLSON, DAVID, CHILLINGWORTH | MANAGING MEMBER | E | yes | 08/2016 | Aug 25, 2016 | Nov 20, 2024 |
| YOUNGER, CHRISTOPHER, JON | MANAGING MEMBER | E | yes | 08/2016 | Aug 25, 2016 | Nov 20, 2024 |
| KRAMERICA INDUSTRIES INCORPORATED | Member | Na | no | 09/2023 | Feb 11, 2026 | Feb 11, 2026 |
| McCaslin, Luke, Austin | Member | Na | no | 01/2023 | Feb 11, 2026 | Feb 11, 2026 |
| Young, Dalyce, B | Member | Na | no | 10/2018 | Feb 11, 2026 | Feb 11, 2026 |
| BLACKBURN, MATTHEW, DENNIS | Member | E | no | 10/2018 | Oct 4, 2018 | Nov 20, 2024 |
| GIBSON, ZACHARY, E | Member | F | no | 09/2023 | Oct 13, 2023 | Nov 20, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| CLASS VI VENTURES, LLC | n/a | Asset manager | $14.9M | N | yes | n/a |
| CLASS VI ACCELERATOR FUND I -- GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| CLASS VI SECURITIES, LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Feb 11, 2026 | $1.5B | $1.5B | 9 | 8 | 0 | n/a | n/a |
| 2024 | Feb 25, 2025 | $1.2B | $1.2B | 8 | 7 | 0 | n/a | n/a |
| 2023 | Jan 31, 2024 | $1.0B | $992M | 7 | 6 | 0 | n/a | n/a |
| 2022 | Jan 27, 2023 | $959M | $947M | 5 | 5 | 0 | n/a | n/a |
| 2021 | Feb 2, 2022 | $718M | $694M | 5 | 4 | 0 | n/a | n/a |
| 2020 | Feb 5, 2021 | $479M | $472M | 5 | 4 | 0 | n/a | n/a |
| 2019 | Jan 24, 2020 | $305M | $299M | 5 | 5 | 0 | n/a | n/a |
| 2018 | Jan 23, 2019 | $222M | $204M | 5 | 5 | 0 | n/a | n/a |
| 2017 | Jan 16, 2018 | $109M | $98.2M | 4 | 4 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 2 | 3 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.5B | $1.2B | 25.8% | $959M | 16.0% | 9 | 8 | 0 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| CLASS VI VENTURES, LLC | 2 | Dec 31, 2023 | Feb 18, 2025 | DENVER, CO | Team lift out | RIA to new firm | 25.0% |