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| Custos Family Office LLC
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|---|---|
| CRD # | 294025 |
| SEC # | 801-117243 |
| CIK # | 0001904423 |
| AUM | $346.6 M (2026-04-07) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 303-578-7024 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001904423 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.7 | ||
| Power & Digital Infrastructure Acquisition Corp | 1.8 | ||
| Tesla Motors Inc | 1.4 | ||
| Nvidia Corp | 1.2 | ||
| Microsoft Corp | 1.1 | ||
| PepsiCo Inc | 1.0 | ||
| Boeing Co | 0.8 | ||
| Alphabet Inc | 0.7 | ||
| Broadcom Inc | 0.7 | ||
| Amazon Com Inc | 0.6 | ||
| J P Morgan Chase & Co | 0.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 21 | 7.1 |
| (b) Individuals (high net worth individuals) | 46 | 310.8 |
| (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 | 1.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.6 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 26.2 |
| (n) Other | 0 | 0.0 |
| Total | 229 | 346.6 |
| By Discretionary | ||
| Discretionary | 212 | 307.3 |
| Non-Discretionary | 17 | 39.2 |
| Total | 229 | 346.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 346.6 | |
| Total | 229 | 346.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001904423] |
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|---|---|---|
|
EGI Financial Inc
✚
|
OH | 0.3 |
|
Roger Wittlin Investment Advisory LLC
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|
0.3 | |
|
Leconte Wealth Management LLC
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|
TN | 0.3 |
|
Citrine Capital LLC
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CA | 0.3 |
|
Long Road Investment Counsel LLC
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MI | 0.3 |
|
GBM Wealth Management Inc
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TX | 0.3 |
|
Arcadia Investment Advisors LLC
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|
ID | 0.3 |
|
Fortress Planning Group LLC
✚
|
WI | 0.3 |
|
Intrinsic Wealth Counsel Inc
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|
AZ | 0.3 |
|
Prospera Capital Management LLC
✚
|
0.3 |