CRESTED BUTTE, COCRD 338839Latest ADV April 27, 2026
Pulliam Family Office, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Crested Butte, CO. Its latest Form ADV filing, dated April 27, 2026, reports $142M in regulatory assets under management, 3 employees, and 215 accounts.
Assets Under Management
$142M
Employees
3
Offices
--
Total Clients
37
Primary office
CRESTED BUTTE, CO
426 BELLEVIEW AVE., SUITE 203, CRESTED BUTTE, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
37
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$142Mas of April 27, 2026
Discretionary100.0%
$142M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$142M
Total Accounts215
10Y AUM Change+$142M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee12:1
10Y Employee Change-1 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.