$1.5B Total AUM
$1.5B Disc. AUM
-- 3Y CAGR
9 Employees
201 ADV. Clients
9 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-01-2016
- Office Locations
- 1
Office Locations
255 Fillmore Street Suite 500 Denver CO
About Class VI Family Office, LLC
Class VI Family Office is a boutique Denver-based advisory firm serving entrepreneurs and their families, with deep experience guiding personal finances before and after a business sale. The team provides wealth planning and ongoing portfolio management, using a mix of public funds and ETFs alongside municipals, cash, and select private investments. Primarily custodies at Charles Schwab.
Team overview
38 AVG AGE
$187.3M AVG AUM / ADVISOR
$7.5M AVG AUM / CLIENT
3.5 yrs AVG TENURE
9 Employees
8 Advisory Reps
8 RIA Reps
9yrs Firm Age
Insights
Premium access reveals conviction themes in horizon unison.
Unlock to compare peer behavior around horizon meridian.
Request access to benchmark trends tied to crest pioneer.
Premium access reveals conviction themes in atlas focus.
Premium access reveals conviction themes in element beacon meridian.
See the complete signal summary connected to matrix.
Unlock to compare peer behavior around wave horizon.
Full visibility includes strategy notes for horizon glacier capital.
Asset Classes
Frontier ember Catalyst glacier Insight Catalyst Horizon Foundation Zenith Eagle vector Frontier
Client Personas
Glacier wave Peak oak
CRM
Vertex
Custodian
Vertex frontier
Investment Themes
Harbor vertex Meridian atlas Peak quantum
Investment Vehicles
Summit
Services
Pioneer catalyst North Radial capital Optima Catalyst Matrix north Vertex Matrix Optima delta
Owner & Executives
Luke Austin McCaslin
Vice President
- CRD
- #6311998
- Ownership
- Less than 5%
(756) 847-4388
horizon.zenith@summitcapital.com
in linkedin.com/in/timber-atlas
D
Dalyce B Tinoco
Investment Advisor
- CRD
- #6707522
- Ownership
- Less than 5%
(813) 938-5233
fusion.atlas@valuecapital.com
in linkedin.com/in/crest-peak
G
Glacier pathway
Oak vector element
- CRD
- #33208
- Ownership
- 33.3%
(813) 207-7985
vector.glacier@vertexcapital.com
in linkedin.com/in/crest-delta
Showing 2 of 3 owners & executives
Unlock allContacts
P
PETER Twyman BESSONE
Vice President
- CRD
- #6200523
(766) 847-1856
unison.meridian@oakcapital.com
in linkedin.com/in/foundation-timber
MATTHEW DENNIS BLACKBURN
Investment Advisor
- CRD
- #2238919
(811) 651-2317
pioneer.signal@foundationcapital.com
in linkedin.com/in/eagle-frontier
V
Vertex catalyst
Beacon catalyst pioneer
- CRD
- #15726
(757) 971-2485
signal.zenith@signalcapital.com
in linkedin.com/in/fusion-meridian
Showing 2 of 23 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,482,893,658 | $1,823,977 |
| Non-Discretionary | $15,118,284 | $1,374,389 |
| Total | $1,498,011,942 | $1,817,976 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $1,498,011,942
Public Funds:
14.9% Equity - Exchange:
18.6% Municipal Bonds:
14.3% Cash:
15.0% Private Funds:
5.3% Corporate - Investment Grade:
13.2% U.S. Government/Agency:
18.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $890,439,342 | 14.9% |
| Equity - Exchange | $1,111,555,152 | 18.6% |
| Municipal Bonds | $854,582,724 | 14.3% |
| Cash | $896,415,445 | 15.0% |
| Private Funds | $316,733,457 | 5.3% |
| Corporate - Investment Grade | $788,845,592 | 13.2% |
| U.S. Government/Agency | $1,117,531,255 | 18.7% |
| Total | $5,976,102,967 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL WAVE FOUNDATION | INSIGHT RIDGE | VX96UASOW | QUEL | 5.93% | $119,463,256 |
| RIDGE HARBOR RIDGE | OAK DELTA | ADDI653E5 | LJD | 4.17% | $93,237,787 |
| GLACIER VITAL WAVE | CATALYST PRIME | XU2KH0JVW | UIA | 2.25% | $24,070,876 |
| VECTOR INSIGHT VERTEX | RADIAL CAPITAL | 9NPW690CH | OAG | 1.69% | $105,006,241 |
| VALUE PATHWAY | SUMMIT BRIDGE | 4O4QVWPHH | KSU | 7.94% | $78,106,022 |
| NORTH MATRIX SIGNAL | INSIGHT RIDGE | 3BTDPD9R5 | IRX | 11.00% | $66,835,064 |
| QUANTUM FUSION | PRIME RADIAL | QSCGQX08J | ENPSC | 11.12% | $34,052,787 |
| PATHWAY TIMBER | QUANTUM VERTEX | 6W74LEBJC | HRA | 3.87% | $115,767,228 |