Custos Family Office LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated April 7, 2026, reports $347M in regulatory assets under management, 2 employees, 1 office, and 229 accounts.
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 68.7% of total clients.
Top client categories% of clientsClients
1
HNWI
68.7%
46
2
Individuals
31.3%
21
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$347Mas of April 7, 2026
Discretionary88.7%
$307M
89% of total RAUM88.7%
Non-discretionary11.3%
$39M
11% of total RAUM11.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$347M
Total Accounts229
10Y AUM Change+$347M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee34:1
10Y Employee Change+1 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.