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Custos Family Office LLC

● SEC registered since 2019CRD 294025SEC# 801-117243
Export (members)
Reg. AUM
$346.6M
Employees
2
Accounts
229
Location

Custos Family Office LLC assets under management

Custos Family Office LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2019. It reports $346.6 million in regulatory assets under management and employs 2 people.

Custos Family Office LLC owners & executives

5 reported
NameTitleOwnershipSince
Custos Texas LLC ControlMember25-50%2023
Jkg 121416 LLC ControlMember25-50%2023
Mitchell John Herr ControlChief Compliance OfficerUnder 5%2025
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Frequently asked questions

How much does Custos Family Office LLC manage?

Custos Family Office LLC reports $346.6 million in regulatory assets under management on its Form ADV.

How many employees does Custos Family Office LLC have?

Custos Family Office LLC reports 2 employees.

Does Custos Family Office LLC disclose fund performance?

Custos Family Office LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone303-578-7024
Office hours7a.m. To 5p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Regulatory AUM

$346.6M▼ 53%
Mar '25 — $729.6MApr '25 — $729.6MMay '25 — $729.6MJun '25 — $729.6MJul '25 — $729.6MAug '25 — $729.6MSep '25 — $729.6MOct '25 — $729.6MNov '25 — $729.6MDec '25 — $729.6MJan '26 — $729.6MFeb '26 — $729.6MMar '26 — $346.6MApr '26 — $346.6MMay '26 — $346.6MJun '26 — $346.6M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$346.6Mregulatory AUM
Discretionary $307.3MNon-discretionary $39.2M