32 family offices in the Mountain West
We list 32 family offices in the Mountain West as of November 2026: 10 single family offices and 22 multi-family offices, all sourced from an SEC filing, last checked on 10 Nov 2026. Denver (6), Scottsdale (6) and Las Vegas (2) hold the most offices on this list.
Top 10 family offices in the Mountain West, ranked by disclosed assets
The rule: the assets an office discloses in a Form ADV or 13F filing, largest first. 24 of the 32 offices on this list disclose a figure; offices that do not disclose are not ranked. It is a measure of size as filed, not of quality or returns.
Sepio Capital, LP
Type: Multi-family office · Location: Salt Lake City, Utah, United States · Focus: Public Equities, Private Funds, Private Equity, Real Estate · Disclosed assets: $5.6B regulatory AUM (Form ADV, filed 2026-04-27) · Source: SEC filing
Sepio Capital, LP discloses $5.6B regulatory AUM (Form ADV, filed 2026-04-27); 5 named decision-makers on file; last checked 10 Nov 2026.
TFO Family Office Partners
Type: Multi-family office · Location: Phoenix, Arizona, United States · Focus: Public Equities · Disclosed assets: $5.0B regulatory AUM (Form ADV, filed 2026-09-15) · Source: SEC filing
TFO Family Office Partners discloses $5.0B regulatory AUM (Form ADV, filed 2026-09-15); 5 named decision-makers on file; last checked 10 Nov 2026.
JFG Family Office
Type: Multi-family office · Location: Denver, Colorado, United States · Focus: Private Equity · Disclosed assets: $4.5B regulatory AUM (Form ADV, filed 2026-05-04) · Source: SEC filing
JFG Family Office discloses $4.5B regulatory AUM (Form ADV, filed 2026-05-04); 5 named decision-makers on file; last checked 10 Nov 2026.
RBF Capital, LLC
Type: Single family office · Location: Reno, Nevada, United States · Focus: Public Equities · Disclosed assets: $2.4B 13F holdings (Q2 2026) · Source: SEC filing
RBF Capital, LLC discloses $2.4B 13F holdings (Q2 2026); 1 named decision-maker on file; last checked 10 Nov 2026.
Cherry Creek Family Offices
Type: Multi-family office · Location: Denver, Colorado, United States · Focus: Public Equities, Private Funds · Disclosed assets: $2.0B regulatory AUM (Form ADV, filed 2026-02-24) · Source: SEC filing
Cherry Creek Family Offices discloses $2.0B regulatory AUM (Form ADV, filed 2026-02-24); 3 named decision-makers on file; last checked 10 Nov 2026.
Bitterroot Capital Advisors LLC
Type: Multi-family office · Location: Bozeman, Montana, United States · Focus: Private Equity, Private Funds · Disclosed assets: $1.8B regulatory AUM (Form ADV, filed 2026-08-24) · Source: SEC filing
Bitterroot Capital Advisors LLC discloses $1.8B regulatory AUM (Form ADV, filed 2026-08-24); 3 named decision-makers on file; last checked 10 Nov 2026.
Class VI Family Office, LLC
Type: Multi-family office · Location: Denver, Colorado, United States · Focus: Public Equities, Private Funds, Fixed Income · Disclosed assets: $1.5B regulatory AUM (Form ADV, filed 2026-02-11) · Source: SEC filing
Class VI Family Office, LLC discloses $1.5B regulatory AUM (Form ADV, filed 2026-02-11); 3 named decision-makers on file; last checked 10 Nov 2026.
Fortitude Family Office
Type: Multi-family office · Location: Scottsdale, Arizona, United States · Focus: Public Equities, Private Funds, Private Equity, Real Estate · Disclosed assets: $1.3B regulatory AUM (Form ADV, filed 2026-09-23) · Source: SEC filing
Fortitude Family Office discloses $1.3B regulatory AUM (Form ADV, filed 2026-09-23); 2 named decision-makers on file; last checked 10 Nov 2026.
CVA Family Office, LLC
Type: Single family office · Location: Denver, Colorado, United States · Focus: Public Equities · Disclosed assets: $1.1B 13F holdings (Q2 2026) · Source: SEC filing
CVA Family Office, LLC discloses $1.1B 13F holdings (Q2 2026); 1 named decision-maker on file; last checked 10 Nov 2026.
Tillman Hartley LLC
Type: Multi-family office · Location: Denver, Colorado, United States · Focus: Public Equities · Disclosed assets: $746M regulatory AUM (Form ADV, filed 2026-03-30) · Source: SEC filing
Tillman Hartley LLC discloses $746M regulatory AUM (Form ADV, filed 2026-03-30); 4 named decision-makers on file; last checked 10 Nov 2026.
All 32 family offices in the Mountain West: full detail on the first 25
| Family office | Type | City | Focus | Disclosed assets | Source | Checked | Contacts |
|---|---|---|---|---|---|---|---|
| Bitterroot Capital Advisors LLC | Multi-family office | Bozeman | Private Equity, Private Funds | $1.8B regulatory AUM (Form ADV, filed 2026-08-24) | SEC filing | 10 Nov 2026 | 3 names, office email · Unlock |
| Exceptional Wealth & Family Office | Multi-family office | Colorado Springs | Public Equities | $292M regulatory AUM (Form ADV, filed 2026-10-21) | SEC filing | 10 Nov 2026 | 1 name, office email · Unlock |
| Pulliam Family Office, LLC | Multi-family office | Crested Butte | Fixed Income | $142M regulatory AUM (Form ADV, filed 2026-05-05) | SEC filing | 10 Nov 2026 | 1 name, office email · Unlock |
| Sepio Capital, LP | Multi-family office | Salt Lake City | Public Equities, Private Funds, Private Equity, Real Estate | $5.6B regulatory AUM (Form ADV, filed 2026-04-27) | SEC filing | 10 Nov 2026 | 5 names, office email · Unlock |
| Solidarity Wealth, LLC | Multi-family office | Lehi | Public Equities, Private Funds, Fixed Income | $704M regulatory AUM (Form ADV, filed 2026-08-06) | SEC filing | 10 Nov 2026 | 1 name, office email · Unlock |
| Amor Maximus | Single family office | Las Vegas | Real Estate, Technology, Public Equities, Fixed Income | SEC filing | 10 Nov 2026 | 1 name · Unlock | |
| Cherry Creek Family Offices | Multi-family office | Denver | Public Equities, Private Funds | $2.0B regulatory AUM (Form ADV, filed 2026-02-24) | SEC filing | 10 Nov 2026 | 3 names · Unlock |
| Class VI Family Office, LLC | Multi-family office | Denver | Public Equities, Private Funds, Fixed Income | $1.5B regulatory AUM (Form ADV, filed 2026-02-11) | SEC filing | 10 Nov 2026 | 3 names · Unlock |
| Exponent Wealth LLC | Multi-family office | Orem | Public Equities, Private Funds, Fixed Income | $110M regulatory AUM (Form ADV, filed 2026-07-29) | SEC filing | 4 Nov 2026 | 2 names · Unlock |
| Faith Investor Services | Multi-family office | Scottsdale | Public Equities, Private Equity, Fixed Income | $280M regulatory AUM (Form ADV, filed 2026-07-29) | SEC filing | 10 Nov 2026 | 1 name · Unlock |
| Fortitude Family Office | Multi-family office | Scottsdale | Public Equities, Private Funds, Private Equity, Real Estate | $1.3B regulatory AUM (Form ADV, filed 2026-09-23) | SEC filing | 10 Nov 2026 | 2 names · Unlock |
| Heritage Family Offices, LLP | Multi-family office | Scottsdale | Public Equities, Fixed Income, Private Equity | $423M regulatory AUM (Form ADV, filed 2026-03-10) | SEC filing | 10 Nov 2026 | 2 names · Unlock |
| Highline Group | Single family office | Denver | Private Equity, Direct Investments | SEC filing | 10 Nov 2026 | 2 names · Unlock | |
| JFG Family Office | Multi-family office | Denver | Private Equity | $4.5B regulatory AUM (Form ADV, filed 2026-05-04) | SEC filing | 10 Nov 2026 | 5 names · Unlock |
| Jokake Companies | Single family office | Phoenix | Real Estate, Direct Investments | SEC filing | 10 Nov 2026 | 2 names · Unlock | |
| Jupiter Wealth Management, LLC | Multi-family office | Glendale | Public Equities, Hedge Funds | $417M regulatory AUM (Form ADV, filed 2026-03-06) | SEC filing | 10 Nov 2026 | 1 name · Unlock |
| RBF Capital, LLC | Single family office | Reno | Public Equities | $2.4B 13F holdings (Q2 2026) | SEC filing | 10 Nov 2026 | 1 name · Unlock |
| Sahara Investment Group | Multi-family office | Las Vegas | Public Equities, Private Equity, Private Funds, Fixed Income | $218M regulatory AUM (Form ADV, filed 2026-08-25) | SEC filing | 10 Nov 2026 | 4 names · Unlock |
| Taylor Frigon Family Office, LLC | Multi-family office | Scottsdale | Public Equities | $20M regulatory AUM (Form ADV, filed 2026-05-13) | SEC filing | 10 Nov 2026 | 4 names · Unlock |
| TFO Family Office Partners | Multi-family office | Phoenix | Public Equities | $5.0B regulatory AUM (Form ADV, filed 2026-09-15) | SEC filing | 10 Nov 2026 | 5 names · Unlock |
| Tillman Hartley LLC | Multi-family office | Denver | Public Equities | $746M regulatory AUM (Form ADV, filed 2026-03-30) | SEC filing | 10 Nov 2026 | 4 names · Unlock |
| Treasure Valley Financial Planning | Multi-family office | Meridian | Public Equities | $336M regulatory AUM (Form ADV, filed 2026-09-16) | SEC filing | 10 Nov 2026 | 3 names · Unlock |
| Alpha Capital Family Office, LLC | Multi-family office | Greenwood Village | Public Equities, Fixed Income | $296M regulatory AUM (Form ADV, filed 2026-10-14) | SEC filing | 10 Nov 2026 | No contact on file |
| Cole Wealth Management, LLC | Multi-family office | Scottsdale | Public Equities, Fixed Income | $181M regulatory AUM (Form ADV, filed 2026-05-28) | SEC filing | 10 Nov 2026 | 1 name · Unlock |
| CVA Family Office, LLC | Single family office | Denver | Public Equities | $1.1B 13F holdings (Q2 2026) | SEC filing | 10 Nov 2026 | 1 name · Unlock |
| Gorlin Companies | Single family office | Aspen | Focus, assets, source and contacts in the file · Unlock | ||||
| Wealthgate Family Office, LLC | Single family office | Boulder | Focus, assets, source and contacts in the file · Unlock | ||||
| Boco Investments | Single family office | Fort Collins | Focus, assets, source and contacts in the file · Unlock | ||||
| Family Office Investment Advisory LLC | Multi-family office | Scottsdale | Focus, assets, source and contacts in the file · Unlock | ||||
| G2G Ventures | Single family office | United States | Focus, assets, source and contacts in the file · Unlock | ||||
| Grand Family Office LLC | Multi-family office | Cheyenne | Focus, assets, source and contacts in the file · Unlock | ||||
| KPThree Capital LLC | Single family office | Aspen | Focus, assets, source and contacts in the file · Unlock | ||||
You are seeing every office name, with full detail on 25 of 32. The file adds the detail for the other 7, 60 named decision-makers and 5 office emails.
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How these 32 break down
By city
| City | On this list | Share |
|---|---|---|
| Denver | 6 | 19% |
| Scottsdale | 6 | 19% |
| Las Vegas | 2 | 6% |
| Phoenix | 2 | 6% |
| Aspen | 2 | 6% |
By US state
| US state | On this list | Share |
|---|---|---|
| Colorado | 15 | 47% |
| Arizona | 8 | 25% |
| Utah | 3 | 9% |
| Nevada | 3 | 9% |
By type
| Type | On this list | Share |
|---|---|---|
| Multi-family office | 22 | 69% |
| Single family office | 10 | 31% |
By investment focus
| Investment focus | On this list | Share |
|---|---|---|
| Public Equities | 22 | 69% |
| Fixed Income | 10 | 31% |
| Private Equity | 9 | 28% |
| Private Funds | 9 | 28% |
| Real Estate | 6 | 19% |
| Direct Investments | 4 | 12% |
| Venture Capital and Startups | 3 | 9% |
| Hedge Funds | 2 | 6% |
An office can carry more than one focus tag.
Full lists, each with its own row count: Family offices that invest in public equities (274)Family offices that invest in fixed income (93)Family offices that invest in private equity (177)Family offices that invest in private funds (109)Family offices that invest in real estate (149)Family offices that invest in direct deals in private companies (143)Family offices that invest in startups and venture capital (110)Family offices that invest in hedge funds (40)
Method and limits
- Source
- All 32 rows come from an SEC filing (Form ADV or 13F). Asset figures are shown only where a filing gives them.
- Inclusion rule
- Single and multi-family offices that a public source identifies as a family office: an SEC filing, a company register or the office's own website. On this list: offices whose address is in Arizona, Colorado, Idaho, Montana, Nevada, New Mexico, Utah and Wyoming. US offices with no state on file appear only in the national list.
- Order
- Ordered by how much of each office's record is filled in from public sources, then alphabetically. Disclosed assets are shown where a Form ADV or 13F filing gives them.
- Last refreshed
- November 2026. Rows on this list were checked between 4 Nov 2026 and 10 Nov 2026.
- Fill rates
- Of 32 rows: focus 30, website 25, disclosed assets 24. In the paid file: named decision-makers on 26 rows, office email on 5, LinkedIn page on 8.
- Corrections
- Email hello@familyofficeroster.com or use the update form. We act within 5 working days.
Questions
How many family offices in the Mountain West are there?
We list 32 as of November 2026: 10 single family offices and 22 multi-family offices.
Which cities have the most family offices in the Mountain West?
Denver (6), Scottsdale (6) and Las Vegas (2). 9 offices on this list are in other cities or give no city.
Do family offices in the Mountain West invest in startups?
3 of the 32 name venture capital or startups as a focus. The most common focus tags on this list are Public Equities (22), Fixed Income (10) and Private Equity (9). 2 offices state no focus.
How many family offices in the Mountain West are single family offices and how many are multi-family offices?
10 single and 22 multi-family. A single family office manages one family's wealth: Amor Maximus is one on this list. A multi-family office serves several families, often as a regulated adviser: Bitterroot Capital Advisors LLC is one.
How do I contact family offices in the Mountain West?
26 of the 32 offices name at least one decision-maker in a public source and 5 publish an office email; Sepio Capital, LP names the most people (5). The file holds all 60 names with their roles. We list addresses the office publishes itself, never personal emails.
Where does the data on family offices in the Mountain West come from?
All 32 offices come from an SEC filing (Form ADV or 13F). Each row shows its source label and the date we checked it. The row checked most recently is Bitterroot Capital Advisors LLC, on 10 Nov 2026.
Broader lists
Related lists
Family offices in the Northeast (112)Family offices in the Southeast (72)Family offices in the Midwest (44)
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