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CUSTOS FAMILY OFFICE LLC

· CRD 294025 · IAPD ↗ · custosfo.com · 303-578-7024

$346.6MRegulatory AUM
2Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
April 2026 — CUSTOS FAMILY OFFICE LLC reported RAUM down 53% ($729.6M -> $346.6M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
53
April 2026 — CUSTOS FAMILY OFFICE LLC shrank from 6 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
65
April 2025 — CUSTOS FAMILY OFFICE LLC reported RAUM up 37% ($531.8M -> $729.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
February 2024 — CUSTOS FAMILY OFFICE LLC crossed $500M in regulatory AUM ($396.9M -> $531.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.