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
Class Vi Family Office, LLC
Latest filing Feb 11, 2026
First filing on the tape Aug 25, 2016 · 32 filings
SEC status approved since Oct 27, 2017
RAUM
$1.5B
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
99%
$1.5B individuals and HNW
Advisors
8
registered through the firm on IAPD
RAUM per advisor
$187M
derived; firm RAUM over IAPD count
Employees
9
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
32 filings and snapshots on the tape
RAUM$1.5B as of Feb 11, 2026
Jan 16, 2018$109M then
HNW client RAUM$1.5B as of Feb 11, 2026
Jan 16, 2018$89.7M then
State-registered IARs (5.B.3)8 as of Feb 11, 2026
Jan 16, 20184 then
Employees (5.A)9 as of Feb 11, 2026
Jan 16, 20184 then
Private funds: no history
RAUM +26% over the last fiscal year+16% a year over threeIARs 7 to 8
Practice profile
derived from the filing of Feb 11, 2026; every figure names its basis
- RAUM per advisor
- $187MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 24derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $10.0MderivedHNW RAUM over HNW clients
- Average account
- $1.8MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.1derivedItem 5.A over advisors
- Advisors per office
- 8.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +26%derivedbetween the last two annual amendments
- Advisor growth, one year
- +14%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +18%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, otherreportedItem 5.G
- 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.5B99%
- Individuals$11.3M0.8%
- Corporations and businesses$9.6M0.6%
- Charitable organizations$31,9740.0%
- Individual clients
- 47reported
- HNW clients
- 148reported
- Pension plan clients
- n/areported
- Charitable clients
- 1reported
- Accounts
- 824reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=2.0derived
Advisors registered through the firm
8 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Matthew Dennis Blackburn | Denver, Co | Jan 10, 2023 | 33 y | 3 |
| Dalyce B TinocoCertified Financial Planner | Denver, Co | Jan 10, 2023 | 10 y | 1 |
| Sean Thomas Swierczewski | Denver, Co | Jan 10, 2023 | 10 y | 2 |
| Christopher Jon Younger | Denver, Co | Jan 10, 2023 | 22 y | 1 |
| Luke Austin MccaslinCertified Financial Planner | Denver, Co | Jan 11, 2023 | 15 y | 3 |
| Benjamin Samuel Krapfl | Denver, Co | Aug 30, 2024 | 12 y | 0 |
| Ginny Robinson | Denver, Co | Aug 6, 2025 | 14 y | 2 |
| Julia Evans Getty | Denver, Co | Aug 6, 2025 | 14 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount3 left over 36 months
Left, latest
- Jefferson Toffey Puckette to Citigroup Global Markets Inc.Apr 29, 2025 · RIA to affiliated broker-dealer or bank
- John Christopher Henderson to Class Vi Ventures, LLCJan 5, 2024 · RIA to a newly registered adviser
- John Dietz Fry to Class Vi Ventures, LLCDec 31, 2023 · RIA to a newly registered adviser
Joined, latest
- Ginny Robinson from William Blair & Company L.L.C.Aug 6, 2025 · Affiliated broker-dealer or bank to independent RIA
- Julia Evans Getty from Mycio Wealth Partners, LLCAug 6, 2025 · RIA to RIA
- Jefferson Toffey Puckette from Blackrock Investment Management, LLCApr 13, 2023 · Other
- Sean Thomas Swierczewski from Charles Schwab & Co., Inc.May 3, 2021 · Affiliated broker-dealer or bank to independent RIA
- Luke Austin Mccaslin from Bancwest Investment Services, Inc. (Bwis)Jan 7, 2019 · Affiliated broker-dealer or bank to independent RIA
- Matthew Dennis Blackburn from Natcity Investments, Inc.Sep 14, 2016 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Class Vi Ventures, LLCDec 31, 2023 · Denver, Co
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Chillingworth David Tolson · Ccocontrolsince 08/2016 · owns less than 5%
- Chillingworth David Tolson · Managing Membercontrolsince 08/2016 · owns 75% or more of Dkgc Investments, LLC
- Jon Christopher Younger · Managing Membercontrolsince 08/2016 · owns 75% or more of Silvercloud Investments, LLC
- Austin Luke Mccaslin · Membersince 01/2023 · owns less than 5%
- B Dalyce Young · Membersince 10/2018 · owns less than 5%
- Dennis Matthew Blackburn · Membersince 10/2018 · owns 75% or more of Mdbhbz Investments LLC
- E Zachary Gibson · Membersince 09/2023 · owns F of Kramerica Industries Incorporated
Entity owners
- Class Vi Investments, LLC · Managing Memberdirect · owns 50% to 75%
- Mdbhbz Investments LLC · Memberdirect · owns 25% to 50%
- Dkgc Investments, LLC · Memberindirect · owns 50% to 75% of Cva Investments, LLC
- Silvercloud Invesments, LLC · Memberindirect · owns 50% to 75% of Cva Investments, LLC
- Kramerica Industries Incorporated · Memberdirect · owns less than 5%
Related persons
Schedule D 7.A
- Class Vi Accelerator Fund I -- Gp, LLCpooled vehicle sponsorn
- Class Vi Securities, LLCbroker-dealern
- Class Vi Ventures, LLCinvestment advisernRAUM $14.9M
Advisers that list Class Vi Family Office, LLC as a related person
- 328904 n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Denver, Co · principal | 8 | 0 | 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 11, 2026YOUNGER, CHRISTOPHER, JON (MANAGING MEMBER) left Schedule A between the filings of 2023-10-13 and 2026-02-11peers: independent wealth managers, $1B to $5B (1,360)
What changed
consecutive filings, newest first
- Accounts · 694 to 824Feb 25, 2025 to Feb 11, 2026
- Advisory employees · 7 to 8Feb 25, 2025 to Feb 11, 2026
- Charity clients · unset to 1.0Feb 25, 2025 to Feb 11, 2026
- HNW clients · 114 to 148Feb 25, 2025 to Feb 11, 2026
- Individual clients · 51 to 47Feb 25, 2025 to Feb 11, 2026
- Employees · 8 to 9Feb 25, 2025 to Feb 11, 2026
- State-registered IARs · 7 to 8Feb 25, 2025 to Feb 11, 2026
- Discretionary RAUM · $1.2B to $1.5BFeb 25, 2025 to Feb 11, 2026
- HNW RAUM · $1.2B to $1.5BFeb 25, 2025 to Feb 11, 2026
- Individual RAUM · $14.9M to $11.3MFeb 25, 2025 to Feb 11, 2026
- Non-discretionary RAUM · $13.3M to $15.1MFeb 25, 2025 to Feb 11, 2026
- RAUM · $1.2B to $1.5BFeb 25, 2025 to Feb 11, 2026
- Accounts · 550 to 694Nov 20, 2024 to Feb 25, 2025
- Advisory employees · 6 to 7Nov 20, 2024 to Feb 25, 2025
- BD registered reps · 1 to 2Nov 20, 2024 to Feb 25, 2025
- Corporate clients · 6 to 5Nov 20, 2024 to Feb 25, 2025
- HNW clients · 104 to 114Nov 20, 2024 to Feb 25, 2025
- Individual clients · 43 to 51Nov 20, 2024 to Feb 25, 2025
- Employees · 7 to 8Nov 20, 2024 to Feb 25, 2025
- Financial planning clients · 51-100 to 101-250Nov 20, 2024 to Feb 25, 2025
- State-registered IARs · 6 to 7Nov 20, 2024 to Feb 25, 2025
- Discretionary RAUM · $992M to $1.2BNov 20, 2024 to Feb 25, 2025
- HNW RAUM · $979M to $1.2BNov 20, 2024 to Feb 25, 2025
- Individual RAUM · $8.7M to $14.9MNov 20, 2024 to Feb 25, 2025
- Non-discretionary RAUM · $14.0M to $13.3MNov 20, 2024 to Feb 25, 2025
- RAUM · $1.0B to $1.2BNov 20, 2024 to Feb 25, 2025
- Accounts · 496 to 550Dec 12, 2023 to Jan 31, 2024
- Advisory employees · 5 to 6Dec 12, 2023 to Jan 31, 2024
- Corporate clients · 3 to 6Dec 12, 2023 to Jan 31, 2024
- HNW clients · 83 to 104Dec 12, 2023 to Jan 31, 2024
- Individual clients · 15 to 43Dec 12, 2023 to Jan 31, 2024
- Employees · 5 to 7Dec 12, 2023 to Jan 31, 2024
- State-registered IARs · 5 to 6Dec 12, 2023 to Jan 31, 2024
- Discretionary RAUM · $947M to $992MDec 12, 2023 to Jan 31, 2024
- HNW RAUM · $936M to $979MDec 12, 2023 to Jan 31, 2024
- Individual RAUM · $4.5M to $8.7MDec 12, 2023 to Jan 31, 2024
- Non-discretionary RAUM · $12.0M to $14.0MDec 12, 2023 to Jan 31, 2024
- RAUM · $959M to $1.0BDec 12, 2023 to Jan 31, 2024
- Related adviser · false to trueOct 13, 2023 to Dec 12, 2023
- Accounts · 405 to 496Jan 11, 2023 to Jan 27, 2023
Signals
10 dated events
- Class Vi Family Office, Llc reported RAUM $1.5B, up 26% from $1.2B (2025-02-25 to 2026-02-11)Feb 11, 2026 · RAUM change · derived
- Jefferson Toffey Puckette left Class Vi Family Office, Llc for Citigroup Global Markets Inc. (registered 2025-06-11)Apr 29, 2025 · Advisor changed firm · fact
- John Christopher Henderson left Class Vi Family Office, Llc for Class Vi Ventures, Llc (registered 2025-02-18)Jan 5, 2024 · Advisor changed firm · fact
- John Dietz Fry left Class Vi Family Office, Llc for Class Vi Ventures, Llc (registered 2023-12-04)Dec 31, 2023 · Advisor changed firm · fact
- 2 advisors left Class VI Family Office, LLC (Denver, CO) for Class VI Ventures, LLC within 5 daysDec 31, 2023 · Team lift-out · derived
- Class Vi Family Office, Llc reported RAUM $958.6M, up 34% from $717.6M (2023-01-11 to 2023-01-27)Jan 27, 2023 · RAUM change · derived
- Class Vi Family Office, Llc reported RAUM $717.6M, up 50% from $478.8M (2021-09-21 to 2022-02-02)Feb 2, 2022 · RAUM change · derived
- Class Vi Family Office, Llc reported RAUM $478.8M, up 57% from $305.1M (2020-10-02 to 2021-02-05)Feb 5, 2021 · RAUM change · derived
- Class Vi Family Office, Llc reported RAUM $222.3M, up 104% from $108.8M (2018-10-04 to 2019-01-23)Jan 23, 2019 · RAUM change · derived
- Cva Family Office, Llc filed its initial SEC registration (Form ADV)Aug 25, 2016 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Class VI Family Office, LLC · Family Officesshared crd · office
How to reach
public business contact points only, each with its source
- Business phone
- 720-733-0400reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- classvipartners.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 303-243-5619reportedpublic record, Form ADV, Feb 11, 2026
- Team page
- classvipartners.com/about/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
- $187Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026