A complete list of active advisors currently associated with Custos Family Office LLC

Warmer can help you find a great advisor at Custos Family Office LLC or one who fits your needs even better.

Custos Family Office, LLC is a registered investment adviser managing approximately $346.6 million for roughly 67 clients, including individuals, high‑net‑worth individuals, charitable organizations, foundations, trusts, estates and employer‑sponsored retirement plans. The firm offers discretionary and non‑discretionary portfolio management, financial planning, consulting, sub‑advisory arrangements and selection/oversight of third‑party money managers. The firm’s stated investment approach emphasizes risk management and balance across the client’s entire balance sheet, using client‑specific profiles to set asset allocation and monitor performance against agreed benchmarks. Implementation is unconstrained by traditional asset classes and may include ETFs, mutual funds (typically institutional share classes), separately managed accounts, private investments and, with client consent, option strategies used for hedging or exposure. Several features distinguish Custos from many peers: it serves plan and institutional relationships and discloses that some firm representatives are licensed insurance agents and may receive insurance compensation; it acts as a wrap‑fee program sponsor and facilitates sub‑advisor and TPMM relationships; and it offers performance‑based fee arrangements to qualified clients while documenting internal policies to address related conflicts of interest.

To learn more about the advisors currently working at Custos Family Office LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.