Custom Funds Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 153698
- Custodians
- INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- HNWI72.14%
- Individuals27.86%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Custom Funds Management LLC is an independent, individual-owned registered investment adviser organized as an LLC that focuses on portfolio management for individual clients and small businesses. Its client base is primarily individual and family relationships. The firm charges a mix of fees — percentage of assets under management, hourly billing, and performance-based fees — and does not bill itself as an active ESG investor. The firm is not listed as a multi-state adviser, pension consultant, capital allocator, or related adviser in the available data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities74%
- Private Funds10%
- Cash & Cash Equivalents8%
- Derivatives5%
- US Government Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Warden Wealth Management, LLC
RIAMilwaukee, WI
Monetary Management Corporation
RIASan Francisco, CA
Benchmark Financial
RIACedar Falls, IA
Talanton Capital Management, LLC
RIAInvestall, Inc.
RIANew York, NY