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- Custodian
- Fidelity/NFS ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-19-2018
- Office Locations
- 4
Office Locations
About Custos Family Office LLC
Custos Family Office is an independent, partner-owned RIA serving high-net-worth individuals and families as their family CFO. The firm provides discretionary asset management and private investments alongside tax-efficient investing, retirement planning, liquidity management, risk management and hedging, and trust/estate coordination for wealth transfer and philanthropy. They also deliver real-time asset aggregation, full balance-sheet reporting, and coordination of outside advisors across Austin and Denver.
Team overview
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Accredited Investors
Asset Classes
Client Personas
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Investment Themes
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Technology
Owner & Executives
MITCHELL JOHN HERR
Chief Compliance Officer, Principal
- CRD
- #5634419
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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MITCHELL JOHN HERR
Chief Compliance Officer, Principal
- CRD
- #5634419
ANTHONY M LOPICCOLO
Principal
- CRD
- #5331964
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $307,309,314 | $1,449,572 |
| Non-Discretionary | $39,246,022 | $2,308,590 |
| Total | $346,555,336 | $1,513,342 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q4 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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