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Cara Elise Sosebee

Cherry Creek Family Offices

Denver, CO

CRD 7585776

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Employer firm

Cherry Creek Family Offices CRD 156310

$2.02B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Cherry Creek Family Offices

210 University Blvd Suite 650, Denver, CO 80206 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-08-14
  • CO RA
    APPROVED
    Since 2025-08-14

Branch Locations

210 University Blvd Suite 650, Denver, CO 80206 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Brownlie & Braden Advisors, Llc Dallas TX 01/2019 11/2024
Ernst & Young, Llp Dallas TX 06/2016 01/2019
The University Of Texas At Austin Austin TX 08/2012 05/2016
Prairie Capital Management Group, Llc Kansas City MO 11/2024 06/2025
Cherry Creek Family Offices Denver CO 07/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-31
  • S65 Uniform Investment Adviser Law Examination
    2022-12-31
Other Names
  • Elise Sosebee

View on SEC IAPD

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