Austin, TX Office
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Custos Family Office LLC
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About
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.
Based on Custos Family Office LLC
Expertise
Based on Custos Family Office LLC
Location
Austin TX
Advisors at this office
3
Advisors at this office
Audrey S
Series 63, Series 66
Austin, TX
Custos Family Office LLC
Audrey Soza is a financial advisor at Beacon Advisors with 12 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Securities, LLC and Custos Family Office. Beacon Advisors provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes risk management, asset allocation, and diversification, employing a combination of long-term, tactical, and value-oriented strategies tailored to clients’ objectives and risk tolerance.
Mitchell H
Series 63, Series 65
Austin, TX
Custos Family Office LLC
Mitchell Herr is a financial advisor at Custos Family Office LLC in Austin, TX, holding Series 63 and Series 65 licenses with 17 years of industry experience. He worked at J.P. Morgan Securities Inc. and J.P. Morgan Chase Bank before joining Custos Family Office in 2018. Outside of his advisory role, he serves on the advisory board of Fisher59, a beer distribution company, where he reviews logistics and corporate financials. Custos Family Office provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and charitable organizations. The firm manages approximately $730 million across a team of six advisors and employs a risk-focused investment approach that includes diversified strategies and the use of derivatives for risk management.
Heather D
Series 63, Series 65
Austin, TX
Custos Family Office LLC
Heather Dean is a financial advisor at Custos Family Office LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles at Kestra Investment Services, LLC, Sii Investments, and Griffin Financial Group. Custos Family Office manages approximately $346.6 million for individuals, high-net-worth clients, charitable organizations, foundations, trusts, estates, and employer-sponsored retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, consulting, and oversight of third-party money managers, with an investment approach focused on risk management and balance across clients’ entire balance sheets.
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