CUSTOS FAMILY OFFICE LLC

9011 Mountain Ridge Drive
Suite 200
Austin, Texas 78759
Tel: 303-578-7024

About CUSTOS FAMILY OFFICE LLC

CUSTOS FAMILY OFFICE LLC, formally registered with the SEC as CUSTOS FAMILY OFFICE LLC. The firm was established in 08/23/2019. They have over 5 offices throughout the country.

CUSTOS FAMILY OFFICE LLC is a Austin, Texas based Financial Planning firm with nearly $531,768,882 assets under management, offering retirement planning & investment advisory services to 370 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	294025
SEC#	801-117243
Assets Managed by Firm	$531,768,882
No. of Clients	370
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	370	$531,768,882
Individuals (other than high net worth individuals)	25	$7,895,520
High net worth individuals	79	$504,017,877
Corporations or other businesses	Fewer than 5 clients	$19,347,413

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