DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Cherry Creek Family Offices
Legal name Cherry Creek Family Offices, LLC
Latest filing Feb 24, 2026
First filing on the tape Mar 22, 2012 · 30 filings
SEC status approved since May 4, 2011
RAUM
$2.0B
reported, Item 5.F
Discretionary
8.1%
of RAUM
Private clients
97%
$2.0B individuals and HNW
Advisors
6
registered through the firm on IAPD
RAUM per advisor
$337M
derived; firm RAUM over IAPD count
Employees
16
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
30 filings and snapshots on the tape
RAUM$2.0B as of Feb 24, 2026
Mar 22, 2012$571M then
HNW client RAUM$2.0B as of Feb 24, 2026
Feb 8, 2018$847M then
State-registered IARs (5.B.3)5 as of Feb 24, 2026
Mar 22, 20120 then
Employees (5.A)16 as of Feb 24, 2026
Mar 28, 201310 then
Private funds1 as of Feb 24, 2026
Feb 25, 20211 then
RAUM +17% over the last fiscal year+16% a year over threeIARs 4 to 5
Practice profile
derived from the filing of Feb 24, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Multi-family-office-like · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, average HNW client assets at least $25M, fewer than 200 HNW clients, and business name contains 'family office' or private funds are reported
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- UHNW private wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M
- RAUM per advisor
- $337MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $98.6MderivedHNW RAUM over HNW clients
- Average account
- $1.6MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 8.1%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.7derivedItem 5.A over advisors
- Advisors per office
- 6.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +17%derivedbetween the last two annual amendments
- Advisor growth, one year
- +25%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $418M, 15 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$2.0B97%
- Pooled investment vehicles$50.9M2.5%
- Individual clients
- n/areported
- HNW clients
- 20reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1,284reported
- Financial planning clients
- 11-25reported
- Wrap fee programs
- noreported
- Custody of client assets
- $418M for 15 clientsreported
- Compensation
- fixedreported
- Class basis
- private_client_share=0.97 fund_share=0.03 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
6 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Timothy Joel Ulfig | Denver, Co | May 5, 2011 | 32 y | 4 |
| Christin James Mcpartlan | Denver, Co | May 16, 2016 | 10 y | 0 |
| Corey Brian Mckiernan | Denver, Co | May 4, 2018 | 24 y | 0 |
| Jason Perlioni | Lake Forest, Il | Nov 20, 2025 | 19 y | 0 |
| Kevin William Burke | Denver, Co | Jan 1, 2026 | 29 y | 2 |
| Morgan Antonette Atwell | Denver, Co | Jan 27, 2026 | 11 y | 0 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Kevin William Burke from Credit Suisse Securities (USA) LLCJan 1, 2026 · Other
- Timothy Joel Ulfig from Gfo Advisory Services, LLCMay 5, 2011 · Other
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Ccfo Select Fund, LLC | Other Private Fund | $29.9M | 22 | May 28, 2020 |
Owners and control persons
Schedule A and B, latest filing
- William Kevin Burke · Managing Member/Chief Compliance Officercontrolsince 01/2022 · owns 25% to 50%
- Benjamin William Novak · Membercontrolsince 11/2015 · owns 5% to 10%
- Joel Timothy Ulfig · Partnercontrolsince 01/2011 · owns less than 5%
- Raymond Kent Weldon · Partnercontrolsince 03/2022 · owns less than 5%
- William Kevin Burke · Managing Member And Sole Ownercontrolsince 11/2021 · owns 75% or more of Acl Cherry Creek LLC
- Raymond Kent Weldon · Managing Member And Sole Ownercontrolsince 11/2020 · owns 75% or more of Bravura Capital, LLC
Entity owners
- Acl Cherry Creek LLC · Ownerdirect · owns 25% to 50%
- Ccfo Minority Member, LLC · LLCdirect · owns 5% to 10%
- Mtc Holding Company · Ownerdirect · owns 25% to 50%
- Usiu Holdings LLC · Ownerdirect · owns 10% to 25%
- Bravura Capital, LLC · Ownerdirect · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Denver, Co · principal | 6 | 3 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Feb 24, 2026WELDON, KENT, RAYMOND (MANAGING MEMBER AND SOLE OWNER) left Schedule A between the filings of 2022-06-14 and 2026-02-24peers: independent wealth managers, $1B to $5B (1,360)
What changed
consecutive filings, newest first
- Accounts · 1,254 to 1,284Jul 21, 2025 to Feb 24, 2026
- Advisory employees · 4 to 6Jul 21, 2025 to Feb 24, 2026
- HNW clients · 19 to 20Jul 21, 2025 to Feb 24, 2026
- Assets in custody · $254M to $418MJul 21, 2025 to Feb 24, 2026
- Employees · 15 to 16Jul 21, 2025 to Feb 24, 2026
- State-registered IARs · 4 to 5Jul 21, 2025 to Feb 24, 2026
- Discretionary RAUM · $162M to $164MJul 21, 2025 to Feb 24, 2026
- HNW RAUM · $1.7B to $2.0BJul 21, 2025 to Feb 24, 2026
- Non-discretionary RAUM · $1.6B to $1.9BJul 21, 2025 to Feb 24, 2026
- Pooled vehicle RAUM · $50.8M to $50.9MJul 21, 2025 to Feb 24, 2026
- RAUM · $1.7B to $2.0BJul 21, 2025 to Feb 24, 2026
- Financial planning clients · 11-25 to 11-25Feb 27, 2025 to Jul 21, 2025
- Accounts · 1,099 to 1,254Mar 22, 2024 to Feb 27, 2025
- HNW clients · 16 to 19Mar 22, 2024 to Feb 27, 2025
- Assets in custody · $220M to $254MMar 22, 2024 to Feb 27, 2025
- Discretionary RAUM · $178M to $162MMar 22, 2024 to Feb 27, 2025
- HNW RAUM · $1.6B to $1.7BMar 22, 2024 to Feb 27, 2025
- Non-discretionary RAUM · $1.5B to $1.6BMar 22, 2024 to Feb 27, 2025
- Pooled vehicle RAUM · $47.4M to $50.8MMar 22, 2024 to Feb 27, 2025
- RAUM · $1.6B to $1.7BMar 22, 2024 to Feb 27, 2025
- Accounts · 921 to 1,099Mar 24, 2023 to Mar 22, 2024
- HNW clients · 14 to 16Mar 24, 2023 to Mar 22, 2024
- Assets in custody · $101M to $220MMar 24, 2023 to Mar 22, 2024
- Employees · 14 to 15Mar 24, 2023 to Mar 22, 2024
- Discretionary RAUM · $185M to $178MMar 24, 2023 to Mar 22, 2024
- HNW RAUM · $1.3B to $1.6BMar 24, 2023 to Mar 22, 2024
- Non-discretionary RAUM · $1.1B to $1.5BMar 24, 2023 to Mar 22, 2024
- Pooled vehicle RAUM · $35.2M to $47.4MMar 24, 2023 to Mar 22, 2024
- RAUM · $1.3B to $1.6BMar 24, 2023 to Mar 22, 2024
- Accounts · 757 to 921Jun 14, 2022 to Mar 24, 2023
- Advisory employees · 3 to 4Jun 14, 2022 to Mar 24, 2023
- Charity clients · 0.0 to unsetJun 14, 2022 to Mar 24, 2023
- Corporate clients · 0.0 to unsetJun 14, 2022 to Mar 24, 2023
- HNW clients · 13 to 14Jun 14, 2022 to Mar 24, 2023
- Individual clients · 0.0 to unsetJun 14, 2022 to Mar 24, 2023
- Pension plan clients · 0.0 to unsetJun 14, 2022 to Mar 24, 2023
- Pooled vehicle clients · 1 to 6Jun 14, 2022 to Mar 24, 2023
- Assets in custody · $142M to $101MJun 14, 2022 to Mar 24, 2023
- Employees · 3 to 14Jun 14, 2022 to Mar 24, 2023
- State-registered IARs · 3 to 4Jun 14, 2022 to Mar 24, 2023
Signals
4 dated events
- Cherry Creek Family Offices reported RAUM $1.6B, up 26% from $1.3B (2023-03-24 to 2024-03-22)Mar 22, 2024 · RAUM change · derived
- Cherry Creek Family Offices reported RAUM $1.3B, up 33% from $982.5M (2022-06-14 to 2023-03-24)Mar 24, 2023 · RAUM change · derived
- Raymond Kent Weldon (Managing Member And Sole Owner) appeared on Schedule A of Cherry Creek Family OfficesJun 14, 2022 · Control person joined · fact
- William Kevin Burke (Owner) appeared on Schedule A of Cherry Creek Family OfficesMar 18, 2022 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- Cherry Creek Family Offices · Family Officesshared crd · office
- Cherry Creek Family Offices · Independent Sponsorsshared crd · capital_provider
- Cherry Creek Family Offices · Private Equityshared crd · intermediary
How to reach
public business contact points only, each with its source
- Business phone
- 303-862-9550reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/ccforeportedpublic record, Form ADV, Sep 17, 2026
- Website
- CCFO.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 303-862-9550reportedpublic record, Form ADV, Feb 24, 2026
- Contact form
- ccfo.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- ccfo.com/our-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $337Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026