Custom Funds Management LLC
RIASEC Registered
Total AUM
$22.3M
Discretionary
$22.3M
100% of AUM
Avg account
$242K
Accounts
92
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 153698
- Custodians
- INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- Individuals50.67%
- HNWI49.33%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Custom Funds Management LLC is an independent, individual-owned registered investment adviser organized as an LLC that focuses on portfolio management for individuals and small businesses. Its client base is primarily individual and family households. The firm charges a mix of percentage-of-AUM fees, hourly fees, and performance-based fees. It does not position itself as a capital allocator, is not listed as an active ESG investor, and is not identified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities74%
- Private Funds10%
- Cash & Cash Equivalents8%
- Derivatives5%
- US Government Bonds2%
Contacts
2 of 2
Henry Stokman
PrincipalCRD 7219019
Lee Redman
FounderCRD 5781772
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations