Matthew D. Blackburn

CLASS VI FAMILY OFFICE

DENVER, CO 80206

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CRD#: 2238919

Professional summary

Matthew Dennis Blackburn is a registered financial advisor currently at CLASS VI FAMILY OFFICE, LLC located in Denver, Colorado.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Matthew has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Managing member of MDBHBZ Investments, LLC. This LLC is a partial direct owner of the CVA Family Office. 2. January 2019- Member of Entrepreneur Private Investment Club (EPIC)- Offers network of business owners and entrepreneurs forum to review/share private investment opportunities. It is investment related but offers no compensation to members. Time spent- approximately 1 hour per month. 3. May 2020- EPIC Next Ventures Investments, LLC Epic Next Ventures is an LLC that holds an interest in venture capital fund Next Ventures Investments. Address: 53 Golden Eagle Lance, Littleton, CO 80127. 0 hours per month, minority/ passive investor in both the LLC and Next Ventures Investments. 4. Minority Member of Class VI Securities LLC, Class VI Investments II LLC, Class VI Partners LLC, 2023-Present

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Dennis Blackburn's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 10, 2023 - Present

CLASS VI FAMILY OFFICE, LLC

Office #1: 255 Fillmore Street Suite 500, Denver, CO 80206

RIA

CRD#: 285035

DENVER, CO

Past

September 14, 2016 - December 31, 2022

CLASS VI FAMILY OFFICE, LLC

RIA

CRD#: 285035

DENVER, CO

Past

August 17, 2009 - April 20, 2012

KEY INVESTMENT SERVICES LLC

CRD#: 136300

BROOKLYN, OH

Past

June 25, 2007 - August 5, 2009

NATCITY INVESTMENTS, INC.

CRD#: 17490

CINCINNATI, OH

Past

June 11, 2007 - August 5, 2009

NATCITY INVESTMENTS, INC.

RIA

CRD#: 17490

CINCINNATI, OH

Past

August 31, 2004 - December 31, 2005

NATCITY INVESTMENTS, INC.

RIA

CRD#: 17490

CLEVELAND, OH

Past

September 20, 2002 - December 31, 2005

NATCITY INVESTMENTS, INC.

CRD#: 17490

CLEVELAND, OH

Past

October 11, 1992 - July 26, 2002

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CLASS VI FAMILY OFFICE, LLC

CLASS VI FAMILY OFFICE, LLC | CVA FAMILY OFFICE, LLC | CLASS VI PARTNERS

CRD#: 285035 / SEC#: 801-111938

RIA

Registered Investment Advisory firm - (10/27/2017 Approved)

Colorado

Registered Investment Advisory firm - (11/3/2017 Terminated)

Texas

Registered Investment Advisory firm - (11/1/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(1/10/2023)

IAR

Texas
(1/11/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/12/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/30/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/7/1992

General Securities Representative Examination

Principal/Supervisory Exam

Series 8

Date: 1/17/1995

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

CLASS VI FAMILY OFFICE, LLC

CLASS VI FAMILY OFFICE, LLC | CVA FAMILY OFFICE, LLC | CLASS VI PARTNERS

CRD#: 285035 / SEC#: 801-111938

RIA

Registered Investment Advisory firm - (10/27/2017 Approved)

Colorado

Registered Investment Advisory firm - (11/3/2017 Terminated)

Texas

Registered Investment Advisory firm - (11/1/2017 Terminated)

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Contact information

Main Address

255 Fillmore Street Suite 500, Denver, CO 80206

Mailing Address

Phone number

(303) 243-5619

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2A BROCHURE (2/25/2025)

Regulatory assets under management

Total Number of Accounts	694
AUM (Assets Under Management)	$ 1,190,366,969

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Matthew D. Blackburn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Dennis Blackburn's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLASS VI FAMILY OFFICE, LLC

KEY INVESTMENT SERVICES LLC

NATCITY INVESTMENTS, INC.

NATCITY INVESTMENTS, INC.

NATCITY INVESTMENTS, INC.

NATCITY INVESTMENTS, INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

CLASS VI FAMILY OFFICE, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/12/2016

Series 63

Date: 4/30/1993

Series 7

Date: 10/7/1992

Series 8

Date: 1/17/1995

Current Firm

CLASS VI FAMILY OFFICE, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CLASS VI FAMILY OFFICE, LLC

TRUST BUT VERIFY

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