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CUSTOS FAMILY OFFICE LLC
CRD 294025 · SEC 801-117243
CO, United States
Phone
303-578-7024
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$346.6M
Discretionary AUM
$307.3M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $7.1M |
| High net worth individuals | 46 | $310.8M |
States served
CO, TX
All web addresses on file
Official SEC filing: View on IAPD