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Custos Family Office, LLC
Custos Family Office, LLC is a registered investment adviser firm headquartered in Austin, Texas, with a historic location in Denver, Colorado. The firm was initially registered in Colorado and Texas in 2018 and with the SEC in July 2019. Custos focuses on providing investment advisory services primarily to high net worth individuals, families, charitable organizations, foundations, trusts, and estates. The firm is owner-managed, with owners including Anthony Lopiccolo, Mitchell Herr, and Chase Rodawig, and employs 6 staff—100% of whom are investment professionals. Custos is committed to helping clients build, manage, and preserve wealth over generations, incorporating a holistic approach to financial planning that addresses estate, tax, charitable, and wealth transfer goals.
Investment Strategy
Custos Family Office, LLC offers comprehensive investment management tailored to the unique goals, needs, and risk tolerance of each client. Their strategy is grounded in understanding each family's or individual's holistic financial picture—including legacy, estate, tax, and philanthropic objectives—and then constructing and managing investment portfolios consistent with those specifications. Custos combines active investment management with rigorous financial planning, providing clients with broad access to diversified strategies and close coordination with their other professional advisers (such as CPAs and estate attorneys). The firm emphasizes building, managing, and preserving multi-generational wealth, managing risk, and prioritizing consistent, long-term success rather than short-term gains.
Latest 13F Filing Activity
Custos Family Office, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 65 equity positions with a total 13F market value of $177M. The fund increased holdings in Apple Inc., Tesla Inc., Vanguard Instl Index FD among other positions. Custos Family Office, LLC reduced exposure to Ishares TR, Ishares TR, Fidelity Covington Trust among others.
Top Holdings
Equity Positions (65)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 18.48% | $32.7M | 48,865 | $465.60 | $669.30 | -$13.1M |
V VWO | VANGUARD INTL EQUITY INDEX F | 8.51% | $15.1M | 277,908 | $42.36 | $54.18 | -$5.8M |
S SPY | SPDR S&P 500 ETF TR | 6.88% | $12.2M | 18,262 | $440.53 | $666.18 | -$321.7K |
D DGRO | ISHARES TR | 6.12% | $10.8M | 158,985 | $54.72 | $68.08 | -$7.4M |
F FVAL | FIDELITY COVINGTON TRUST | 5.93% | $10.5M | 152,463 | $52.02 | $68.87 | -$10.0M |
Industry Allocation
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