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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CUSTOS FAMILY OFFICE LLC

CRD 294025

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Search this name across graphsid dfx:ria:829b7cbd-b17a-90b2-2e36-600e04ab7849

Data as of Apr 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 17
On other graphs: 1
Observed: Mar 19, 2018 to Apr 7, 2026
38 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

Custos Family Office, LLC

Family office · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.92 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $347MItem 5.F on the latest filing (2026-04-07); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $307M
Private client RAUM: $318MderivedItem 5.D individuals plus high net worth individuals
Private client share: 92%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $116Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 229
Individual clients: 21
High net worth clients: 46
Custody, client assets: $140M
SEC number: 801-117243
CRD: 294025
Filings on the tape: 38
First filed: Mar 19, 2018
Latest filed: Apr 7, 2026
Organised: Limited Liability Company, DE
Website: custosfo.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MITCHELL JOHN HERR	n/a	Austin, TX \| AUSTIN, TX	8	17	2	no
ANTHONY M LOPICCOLO	Chartered Financial Analyst	GREENWOOD VILLAGE, CO \| AUSTIN, TX	8	17	n/a	no
AUDREY J SOZA	n/a	AUSTIN, TX \| ROCKPORT, TX	3	13	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CUSTOS TEXAS LLC	Member	C	yes	12/2023	Feb 2, 2024	Dec 18, 2024
HERR, MITCHELL, JOHN	OWNER / EXECUTIVE OFFICER	E	yes	12/2023	Apr 25, 2018	Dec 18, 2024
JKG 121416 LLC	Member	C	yes	12/2023	Feb 2, 2024	Dec 18, 2024
LOPICCOLO, ANTHONY, M	OWNER / EXECUTIVE OFFICER	E	yes	12/2023	Apr 25, 2018	Dec 18, 2024
SOZA, AUDREY, J	Cco	Na	yes	09/2022	Sep 2, 2022	Dec 18, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
SAN ANTONIO	TX	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 7 of 8

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 7, 2026	$347M	$307M	2	2	1	n/a	n/a
2024	Apr 21, 2025	$730M	$679M	6	6	2	n/a	n/a
2023	Feb 2, 2024	$532M	$495M	6	6	4	n/a	n/a
2022	Feb 24, 2023	$397M	$375M	6	6	3	n/a	n/a
2021	Jan 31, 2022	$297M	$275M	5	5	3	n/a	n/a
2020	Feb 17, 2021	$180M	$174M	5	5	3	n/a	n/a
2019	Feb 7, 2020	$127M	$121M	4	4	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$347M	$730M	-52.5%	$397M	-4.4%	2	6	1	2

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BEACON ADVISORS	3	Sep 16, 2025	Sep 16, 2025	AUSTIN, TX	Firm absorbed	RIA to new firm	50.0%

Relationships

Registered with (7)

← AUDREY J SOZAAdvisorregistration: current employment
Feb 10, 2023 to presentfactForm ADV
← ANTHONY M LOPICCOLOAdvisorregistration: current employment
Aug 31, 2018 to presentfactForm ADV
← MITCHELL JOHN HERRAdvisorregistration: current employment
May 7, 2018 to presentfactForm ADV
← HERBERT GAYLON BOYDAdvisorregistration: previous registration
Aug 15, 2019 to Sep 16, 2025factForm ADV
← JUAN IGNACIO CREIXELLAdvisorregistration: previous registration
Dec 10, 2020 to Sep 16, 2025factForm ADV
← MICHELE CAMPAdvisorregistration: previous registration
Jun 29, 2022 to Sep 16, 2025factForm ADV
← CHASE ANDREW RODAWIGAdvisorregistration: previous registration
Apr 19, 2018 to Aug 26, 2022factForm ADV

Moved with (1)

→ BEACON ADVISORSRegistered adviser3 advisors, firm absorbed, same day
Sep 16, 2025 to Sep 16, 2025factForm ADV

Controls (5)

← LOPICCOLO, ANTHONY, MOwnerOWNER / EXECUTIVE OFFICER, ownership code E, individual
Apr 25, 2018 to Dec 18, 2024factForm ADV
← HERR, MITCHELL, JOHNOwnerOWNER / EXECUTIVE OFFICER, ownership code E, individual
Apr 25, 2018 to Dec 18, 2024factForm ADV
← SOZA, AUDREY, JOwnerCCO, ownership code NA, individual
Sep 2, 2022 to Dec 18, 2024factForm ADV
← CUSTOS TEXAS LLCOwnerMEMBER, ownership code C, domestic entity
Feb 2, 2024 to Dec 18, 2024factForm ADV
← JKG 121416 LLCOwnerMEMBER, ownership code C, domestic entity
Feb 2, 2024 to Dec 18, 2024factForm ADV

Dated events

Occurred
Mar 19, 2026
Regulatory AUM changed
Custos Family Office Llc reported RAUM $346.6M, down 53% from $729.6M (2025-10-06 to 2026-03-19)
Form ADVobserved 6 days ago
$-383M
Occurred
Sep 16, 2025
Firm absorbed
Custos Family Office LLC's advisors moved to Beacon Advisors (Austin, TX): 3 of 6 registered, on the same day
Form ADVobserved 5 days ago
3 advisors
Occurred
Sep 16, 2025
Advisor changed firm
Herbert Gaylon Boyd left Custos Family Office Llc for Beacon Advisors (registered 2025-09-16)
Form ADVobserved 6 days ago
Occurred
Sep 16, 2025
Advisor changed firm
Juan Ignacio Creixell left Custos Family Office Llc for Beacon Advisors (registered 2025-09-16)
Form ADVobserved 6 days ago
Occurred
Sep 16, 2025
Advisor changed firm
Michele Camp left Custos Family Office Llc for Beacon Advisors (registered 2025-09-16)
Form ADVobserved 6 days ago
Occurred
Apr 21, 2025
Regulatory AUM changed
Custos Family Office Llc reported RAUM $729.6M, up 37% from $531.8M (2024-12-18 to 2025-04-21)
Form ADVobserved 6 days ago
$198M
Occurred
May 16, 2024
Control person joined
M Anthony Lopiccolo (Owner / Executive Officer) appeared on Schedule A of Custos Family Office Llc
Form ADVobserved 6 days ago
Occurred
May 16, 2024
Control person joined
John Mitchell Herr (Owner / Executive Officer) appeared on Schedule A of Custos Family Office Llc
Form ADVobserved 6 days ago
Occurred
Feb 2, 2024
Regulatory AUM changed
Custos Family Office Llc reported RAUM $531.8M, up 34% from $396.9M (2023-08-03 to 2024-02-02)
Form ADVobserved 6 days ago
$135M
Occurred
Feb 2, 2024
Control person left
M Anthony Lopiccolo (Member) no longer on Schedule A of Custos Family Office Llc (listed 2023-08-03, absent 2024-02-02)
Form ADVobserved 6 days ago
Occurred
Feb 2, 2024
Control person left
John Mitchell Herr (Member) no longer on Schedule A of Custos Family Office Llc (listed 2023-08-03, absent 2024-02-02)
Form ADVobserved 6 days ago
Occurred
Feb 24, 2023
Regulatory AUM changed
Custos Family Office Llc reported RAUM $396.9M, up 34% from $296.8M (2022-10-17 to 2023-02-24)
Form ADVobserved 6 days ago
$100M
Occurred
Sep 2, 2022
Control person left
Andrew Chase Rodawig (Cco, Member) no longer on Schedule A of Custos Family Office Llc (listed 2022-01-31, absent 2022-09-02)
Form ADVobserved 6 days ago
Occurred
Sep 2, 2022
Control person joined
J Audrey Soza (Cco) appeared on Schedule A of Custos Family Office Llc
Form ADVobserved 6 days ago
Occurred
Aug 26, 2022
Advisor changed firm
Chase Andrew Rodawig left Custos Family Office Llc for Cresset Asset Management, Llc (registered 2022-09-01)
Form ADVobserved 6 days ago
Occurred
Jan 31, 2022
Regulatory AUM changed
Custos Family Office Llc reported RAUM $296.8M, up 65% from $180.2M (2021-11-23 to 2022-01-31)
Form ADVobserved 6 days ago
$117M
Occurred
Mar 19, 2018
First Form ADV filing
Custos Family Office Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:829b7cbd-b17a-90b2-2e36-600e04ab7849
First observed: Mar 19, 2018
Last observed: Apr 7, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CUSTOS FAMILY OFFICE LLC

CRD 294025

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:829b7cbd-b17a-90b2-2e36-600e04ab7849

Data as of Apr 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:30 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MITCHELL JOHN HERR

n/a

Austin, TX | AUSTIN, TX

ANTHONY M LOPICCOLO

Chartered Financial Analyst

GREENWOOD VILLAGE, CO | AUSTIN, TX

n/a

AUDREY J SOZA

n/a

AUSTIN, TX | ROCKPORT, TX

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CUSTOS TEXAS LLC

Member

yes

12/2023

Feb 2, 2024

Dec 18, 2024

HERR, MITCHELL, JOHN

OWNER / EXECUTIVE OFFICER

yes

12/2023

Apr 25, 2018

Dec 18, 2024

JKG 121416 LLC

Member

yes

12/2023

Feb 2, 2024

Dec 18, 2024

LOPICCOLO, ANTHONY, M

OWNER / EXECUTIVE OFFICER

yes

12/2023

Apr 25, 2018

Dec 18, 2024

SOZA, AUDREY, J

Cco

yes

09/2022

Sep 2, 2022

Dec 18, 2024

City

State

Country

Employees

Also broker-dealer

SAN ANTONIO

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 7, 2026

$347M

$307M

n/a

2024

Apr 21, 2025

$730M

$679M

n/a

2023

Feb 2, 2024

$532M

$495M

n/a

2022

Feb 24, 2023

$397M

$375M

n/a

2021

Jan 31, 2022

$297M

$275M

n/a

2020

Feb 17, 2021

$180M

$174M

n/a

2019

Feb 7, 2020

$127M

$121M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$347M

$730M

-52.5%

$397M

-4.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BEACON ADVISORS

Sep 16, 2025

AUSTIN, TX

Firm absorbed

RIA to new firm

50.0%