Custos Family Office LLC

RIASEC Registered

Total AUM

$347M

Discretionary

$307M

89% of AUM

Avg account

$1.5M

Accounts

229

Employees

2

Advisory reps

4

Firm details

Headquarters: ,
CRD number: 294025
Registered since: August 23, 2019
Website: custosfo.com
Custodians: PERSHING LLC, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI89.68%
Corporations / Businesses7.55%
Individuals2.06%
Charitable Organizations0.56%
Insurance Companies0.16%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Custos Family Office LLC is an independent, SEC-registered RIA formed as an LLC in 2019 that serves individual and family clients. The firm identifies as a capital allocator and provides financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing as well as hourly, fixed, and performance-based fees. Custos is not identified as an active ESG investor in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities40%
US Government Bonds21%
Public Funds/Mutual Funds17%
State & Local Bonds14%
Cash & Cash Equivalents5%

Owners & executives

2 of 2

Anthony Lopiccolo
Principal and Chief Investment OfficerCRD 5331964
Heather Dean
Operations CoordinatorCRD 3048994

Contacts

2 of 2

Mitchell Herr
PrincipalCRD 5634419
Audrey Soza
Operations and Compliance DirectorCRD 6160931

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 27

Active vs passive

$138M in ETFs

Passive

100%

$138M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES CORE S&P 500 ETF (IVV)	BlackRock	Passive	Large Blend	$33.3M	44,434	24.10%

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Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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