{
  "crd_number": 294025,
  "slug": "custos-family-office-llc-294025",
  "primary_business_name": "CUSTOS FAMILY OFFICE LLC",
  "legal_name": "CUSTOS FAMILY OFFICE LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-08-23",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-04-07",
  "carried_forward": false,
  "raum_total": 346555336.0,
  "raum_discretionary": 307309314.0,
  "raum_non_discretionary": 39246022.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1924237.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 7131213.0,
      "count": 21
    },
    "insurance_companies": {
      "raum": 552920.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 310773783.0,
      "count": 46
    },
    "corporations_other_businesses": {
      "raum": 26173183.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO",
    "TX"
  ],
  "websites": [
    "https://custosfo.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/294025",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/custos-family-office-llc-294025",
  "display_name": "Custos Family Office LLC",
  "summary": "Custos Family Office LLC is an SEC-registered investment advisory firm, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 7, 2026.",
  "citation": "AdvisorCensus. Custos Family Office LLC (CRD 294025): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Custos Family Office LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Custos Family Office LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "How much does Custos Family Office LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated April 7, 2026 states: Flat fee: $1,000 to $100,000 (financial plans); Hourly rate: $500 an hour (financial planning fees). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Is Custos Family Office LLC registered with the SEC or a state?",
      "a": "Custos Family Office LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 294025."
    },
    {
      "q": "How much does Custos Family Office LLC manage?",
      "a": "Custos Family Office LLC reports $346,555,336 in regulatory assets under management in its Form ADV filing dated April 7, 2026 (89% discretionary)."
    },
    {
      "q": "How have Custos Family Office LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Custos Family Office LLC: Regulatory assets under management: $180,223,598 in the October 2021 data and $346,555,336 in the October 2026 data, up 92%. Total employees: 5 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Custos Family Office LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (46); individuals (other than high net worth individuals) (21)."
    },
    {
      "q": "Which custodians does Custos Family Office LLC use?",
      "a": "Custos Family Office LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC and Pershing LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Custos Family Office LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/294025"
    },
    {
      "q": "Does Custos Family Office LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated April 7, 2026 says: \"Our minimum initial account value is $1,000,000; however, we may accept accounts for less than the minimum at our sole discretion.\""
    },
    {
      "q": "What changed in Custos Family Office LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 6 to 2. Regulatory assets under management went from $729,594,023 to $346,555,336 (-53%). No longer lists an office in San Antonio, TX. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 180223598.0,
      "total_employees": 5,
      "filing_date": "2021-05-04"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 296844954.0,
      "total_employees": 5,
      "filing_date": "2022-09-02"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 396949964.0,
      "total_employees": 6,
      "filing_date": "2023-08-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 531768882.0,
      "total_employees": 6,
      "filing_date": "2024-05-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 729594023.0,
      "total_employees": 6,
      "filing_date": "2025-04-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 346555336.0,
      "total_employees": 2,
      "filing_date": "2026-04-07"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 6 to 2.",
        "Regulatory assets under management went from $729,594,023 to $346,555,336 (-53%).",
        "No longer lists an office in San Antonio, TX.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 7, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $1,000 to $100,000 (financial plans)",
      "Hourly rate: $500 an hour (financial planning fees)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Our minimum initial account value is $1,000,000; however, we may accept accounts for less than the minimum at our sole discretion."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,000 to $100,000 (financial plans)"
        ],
        "quotes": [
          "Fixed fees for financial plans range from $1,000 to $100,000. The specific fixed fee for your financial plan is specified in your planning agreement with Custos."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $500 an hour (financial planning fees)"
        ],
        "quotes": [
          "Under our hourly arrangement, financial planning fees are billed at an hourly rate up to $500.00 per hour depending on the complexity of the client’s financial situation."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 1000.0,
          "max": 100000.0,
          "period": "one_time",
          "service": "financial plans"
        },
        {
          "kind": "hourly",
          "amount": 500.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning fees"
        }
      ]
    },
    "quotes": [
      "Our minimum initial account value is $1,000,000; however, we may accept accounts for less than the minimum at our sole discretion.",
      "Fixed fees for financial plans range from $1,000 to $100,000. The specific fixed fee for your financial plan is specified in your planning agreement with Custos.",
      "Under our hourly arrangement, financial planning fees are billed at an hourly rate up to $500.00 per hour depending on the complexity of the client’s financial situation."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    },
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/custos-family-office-llc-294025.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 21,
      "fewer_than_5": false,
      "raum": 7131213.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 46,
      "fewer_than_5": false,
      "raum": 310773783.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 1924237.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": true,
      "raum": 552920.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 26173183.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/294025",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}