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- Custodian
- Fidelity/NFS ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-19-2018
- Office Locations
- 3
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.
Reported data analysis
What the numbers show
Between October 6, 2025 and April 7, 2026, reported AUM decreased 52.5%, from $729.6M to $346.6M.
Across 5 reported observations, AUM increased 16.7% between October 17, 2022 and April 7, 2026, from $296.8M to $346.6M.
Of the latest reported AUM, 88.7% is discretionary and 11.3% is non-discretionary.
The firm reports 2 advisory representatives and 67 clients, or 33.5 clients per representative. That equates to $5.2M in reported AUM per client.
The profile lists 3 reported office locations and 8 years in operation. The source data was last updated on April 7, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Custos Family Office LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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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ANTHONY M LOPICCOLO
Principal
- CRD
- #5331964
AUDREY J SOZA
Chief Compliance Officer
- CRD
- #6160931
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
SMA allocation detail is available
Custos Family Office LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q4 2025
Review the latest reported holdings
Custos Family Office LLC's 13F holdings detail is available for Q4 2025, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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