Custos Family Office LLC

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Assets, Funds, Holdings

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Custos Family Office LLC
CRD #294025
SEC #801-117243
CIK #0001904423
AUM $729.6 M (2025-04-21)
Employees 6 (100% Investors, 0% Brokers)
Phone303-578-7024
Address9011 Mountain Ridge Drive
Austin, TX 78759
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
80064048032016002011201620212026
Sector Form 13F Holdings Value ($M)
Apple Inc 3.5
Power & Digital Infrastructure Acquisition Corp 2.1
 
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
3502802101407002021202220242026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 34 14.3
(b) Individuals (high net worth individuals) 85 687.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 1.4
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.5
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 26.3
(n) Other 0 0.0
Total 413 729.6
By Discretionary
Discretionary 363 678.6
Non-Discretionary 50 51.0
Total 413 729.6
By Non-United States Persons
Non-United States Persons 0.2
United States Persons 729.4
Total 413 729.6
EDGAR Form CIK 2011 - 2025
13F-HR [0001904423]
Comparable Firms State AUM ($B)
American Money Management LLC
CA 0.7
Smith Thornton Advisors LLC
AL 0.7
Peddock Capital Advisors LLC
MA 0.7
SFAM LLC
IL 0.7
Droms Strauss Advisors Inc
MO 0.7
Apeiron RIA LLC
TX 0.7
Roof Eidam Maycock Peralta LLC
CA 0.7
Goehring & Rozencwajg Associates LLC
NY 0.7
Torray Investment Partners LLC
MD 0.7
Nesteggs Retirement Plan Services Inc
FL 0.7
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