Custos Family Office LLC

Custos Family Office LLC (CRD# 294025) is a financial advisory firm headquartered in Austin, TX. They manage $531,768,882 in 370 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    532
    MILLION
  • Total Number of Accounts
    370
    ACCOUNTS
  • Average Account Value
    $1,437,213
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Custos Family Office LLC
Showing 1 - 6 of 6 top financial advisors.
1
Mitchell J. Herr
CRD#: 5634419
Austin, TX

Mitchell Herr (CRD# 5634419) is an Investment Advisor Representative working at Custos Family Office LLC in Austin, TX and has over 15 years of experience in the finance industry.

2
Anthony M. Lopiccolo
CRD#: 5331964
Littleton, CO

Anthony Lopiccolo (CRD# 5331964) is an Investment Advisor Representative working at Custos Family Office LLC in Littleton, CO and has over 15 years of experience in the finance industry.

3
Herbert G. Boyd
CRD#: 2095185
Austin, TX

Herbert Boyd (CRD# 2095185) is an Investment Advisor Representative working at Custos Family Office LLC in Austin, TX and has over 23 years of experience in the finance industry.

4
Michele Camp
CRD#: 4999989
9011 Mountain Ridge Drive, Suite 200, Austin, TX 78759

Michele Camp (CRD# 4999989) is an Investment Advisor Representative working at Custos Family Office LLC in Austin, TX and has over 9 years of experience in the finance industry.

5
Juan I. Creixell
CRD#: 4446798
9011 Mountain Ridge Drive, Suite 200, Austin, TX 78759

Juan Creixell (CRD# 4446798) is an Investment Advisor Representative working at Custos Family Office LLC in Austin, TX and has over 17 years of experience in the finance industry.

6
Audrey J. Soza
CRD#: 6160931
9011 Mountain Ridge Drive, Suite 200, Austin, TX 78759

Audrey Soza (CRD# 6160931) is an Investment Advisor Representative working at Custos Family Office LLC in Austin, TX and has over 10 years of experience in the finance industry.

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