Data / Investment advisers / Colorado / Family Financial Solutions Group, LLC
Family Financial Solutions Group, LLC, Durango, CO: $501 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Family Financial Solutions Group, LLC is an SEC registered investment adviser with its main office in Durango, Colorado and reports $501 million in regulatory assets under management in its Form ADV filed March 10, 2026. Its clients include high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 172725
- SEC file number
- 801-80223
- SEC status
- Approved, effective August 27, 2014
- Main office
- 270 East College Drive Suite 100, Durango, CO 81301
- Phone
- (970) 259-1040
- Regulatory AUM
- $500,744,069 in the Form ADV filed March 10, 2026
- Non discretionary AUM
- $500,744,069
- Accounts
- 20
- Employees
- 1, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 10, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 16 | $362.3 million |
| Corporations or other businesses | 4 | $138.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $500.7 million | March 10, 2026 |
| December 1, 2025 | $435.4 million | March 19, 2025 |
Other advisers in Colorado
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Denver Wealth Management, Inc. | Denver | $529.8 million | Not listed | adviserinfo.sec.gov |
| Rosecap Investment Advisors, LLC | Grand Junction | $527.5 million | Not listed | adviserinfo.sec.gov |
| One Bow River Advisers, LLC. | Colorado Springs | $525.9 million | 1 | adviserinfo.sec.gov |
| Denver PWM, LLC | Denver | $524.4 million | Not listed | adviserinfo.sec.gov |
| Wakefield Wealth Management, LLLP | Englewood | $512.9 million | Not listed | adviserinfo.sec.gov |
| Acorn Creek Capital LLC | Fort Collins | $488.7 million | Not listed | adviserinfo.sec.gov |
| Emerald Hill Capital Partners Holdings LLC | Lakewood | $476 million | 2 | adviserinfo.sec.gov |
| G&S Capital LLC | Denver | $475.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Colorado
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Family Financial Solutions Group, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.