Class Vi Family Office, Llc
- Regulatory AUM
- $1.5B
- Discretionary
- $1.5B
- Clients
- 201
- Avg AUM / client
- $7.5M
- Accounts
- 824
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 47 | $11.3M | 0.75% |
| High net worth individuals | 148 | $1.5B | 98.6% |
| Charitable organizations | 1 | $32.0K | 0.0% |
| Corporations and other businesses | 5 | $9.6M | 0.64% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Jon Younger | Managing Member | Aug 2016 (10y) | 75% or more of Silvercloud Investments, Llc (indirect) | |
| Tolson, David, Chillingworth | Managing Member | Aug 2016 (10y) | 75% or more of Dkgc Investments, Llc (indirect) | |
| Dalyce B Tinoco | Member | CFP | Oct 2018 (8y) | Less than 5% |
| Matthew Dennis Blackburn | Member | Oct 2018 (8y) | ≈ 18.75% – 50% via Mdbhbz Investments Llc | |
| Luke Austin Mc Caslin | Member | CFP | Jan 2023 (4y) | Less than 5% |
| Gibson, Zachary, E | Member | Sep 2023 (3y) | GP / trustee / elected manager of Kramerica Industries Incorporated (indirect) | |
| Sean Thomas Swierczewski | Registered representative | Jan 2023 (4y) | ||
| Benjamin Samuel Krapfl | Registered representative | Aug 2024 (2y) | ||
| Ginny Robinson | Registered representative | Aug 2025 (1y) | ||
| Julia Evans Getty | Registered representative | Aug 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Class Vi Investments, Llc | Managing Member | Aug 2016 | A | 50% – 75% |
| Mdbhbz Investments Llc | Member | Oct 2018 | A | 25% – 50% |
| Kramerica Industries Incorporated | Member | Sep 2023 | A | Less than 5% |
| Dkgc Investments, Llc | Member | Dec 2014 | B | 50% – 75% of Cva Investments, Llc (indirect) |
| Silvercloud Invesments, Llc | Member | Dec 2014 | B | 50% – 75% of Cva Investments, Llc (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Matthew Dennis Blackburn: 75% – 100% of Mdbhbz Investments Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/11/2026 | 1.1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $1.5B (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 11, 2026.
View current Form ADV (SEC/IAPD) ↗