CUSTOS FAMILY OFFICE LLC

CRD 294025File 801-117243

APPROVED

Retail clients

Custody

Filing as of Apr 7, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$346.6M

Below cohort median (national)

Discretionary AUM

$307.3M

Non-discretionary $39.2M

Clients

229 accounts

Employees

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Aug 23, 2019
Principal office: Not reported
Phone: 303-578-7024
Website: HTTPS://WWW.CUSTOSFO.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $346.6M
Discretionary AUM: $307.3M
Non-discretionary AUM: $39.2M
Discretionary accounts: 212
Non-discretionary accounts: 17
Total accounts: 229
AUM per client: $5.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$26.2M
Insurance companies	Fewer than 5	$553K
Charitable organizations	Fewer than 5	$1.9M
High net worth individuals	46	$310.8M
Individuals (other than high net worth individuals)	21	$7.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
Performance-based fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.