# Custos Family Office LLC

> 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.

- CRD: 294025
- Filed as: CUSTOS FAMILY OFFICE LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: April 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/294025
- AdvisorCensus page: https://advisorcensus.com/firm/custos-family-office-llc-294025

## Quick answers

**How is Custos Family Office LLC compensated?**
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.

**How much does Custos Family Office LLC charge?**
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.

**Is Custos Family Office LLC registered with the SEC or a state?**
Custos Family Office LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 294025.

**How much does Custos Family Office LLC manage?**
Custos Family Office LLC reports $346,555,336 in regulatory assets under management in its Form ADV filing dated April 7, 2026 (89% discretionary).

**How have Custos Family Office LLC's assets and staff changed since 2021?**
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.

**What types of clients does Custos Family Office LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (46); individuals (other than high net worth individuals) (21).

**Which custodians does Custos Family Office LLC use?**
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.

**Does Custos Family Office LLC report any disciplinary disclosures?**
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

**Does Custos Family Office LLC state an account minimum?**
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."

**What changed in Custos Family Office LLC's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated April 7, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> Our minimum initial account value is $1,000,000; however, we may accept accounts for less than the minimum at our sole discretion.

- Flat fee: $1,000 to $100,000 (financial plans)

> 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.

- Hourly rate: $500 an hour (financial planning fees)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC
- Pershing LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $346,555,336
- Discretionary: $307,309,314
- Non-discretionary: $39,246,022

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $7,131,213 |
| High net worth individuals | 46 | $310,773,783 |
| Charitable organizations | Fewer than 5 | $1,924,237 |
| Insurance companies | Fewer than 5 | $552,920 |
| Corporations or other businesses not listed above | Fewer than 5 | $26,173,183 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2019 (7 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [custosfo.com](https://custosfo.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $180,223,598 | 5 | May 4, 2021 |
| October 2022 | $296,844,954 | 5 | September 2, 2022 |
| October 2023 | $396,949,964 | 6 | August 3, 2023 |
| October 2024 | $531,768,882 | 6 | May 22, 2024 |
| October 2025 | $729,594,023 | 6 | April 21, 2025 |
| October 2026 | $346,555,336 | 2 | April 7, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Custos Family Office LLC (CRD 294025): Form ADV filing data as of October 2026.