Custos Family Office LLC

Overview

Custos Family Office LLC operates as an independent RIA focused on serving individuals and families, functioning in practice as a multi-service family office. The firm combines financial planning and discretionary portfolio management with fee arrangements that include percentage-of-AUM, hourly, fixed-fee and performance-based structures, allowing flexibility for wealthy households and bespoke engagements. Custos positions itself as a capital allocator — blending liquid public market exposure (chiefly exchange-traded equities) with allocations to third-party alternative fund managers to meet the diversified needs of family and individual clients. Investment behavior is tilted toward a core equity allocation implemented largely through ETFs, supplemented by selective single-stock positions. The firm’s use of performance fees and explicit alternative allocations indicates active engagement with private funds and manager selection rather than a purely passive indexing approach. Given the firm’s name and client base, its service mix is consistent with family office activities: consolidated portfolio oversight, customized planning, and outsourced alternative investment access.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices