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CFA
AL
CFA

Anthony Lopiccolo

Custos Family Office LLC
16 Years of Experience
Greenwood Village, CO
View SEC Summary
View SEC Summary

Anthony Lopiccolo is a CFA-designated registered investment advisor at Custos Family Office LLC, based in Greenwood Village, CO, with 16 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 67 clients with $350M in assets under management.

Custos Family Office LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
67 clients
Average Client Portfolio
$5.2M average
Assets Under Management
$346.6M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum investment management fee is 1.50%. Fees may be negotiated or varied based on account size, complexity, and portfolio activity. Some clients may utilize performance-based fee structures.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Greenwood Village, CO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Anthony is a member and partial direct owner of JKG 121416 LLC, a pass-through entity for Custos Family Office income for tax purposes, requiring minimal time. He is also a member of Mow Time Partners, LLC, spending a few hours per week, and a Notary Public for the State of Colorado, receiving no compensation.

Employment History
Current Registrations
Custos Family Office LLC
April 2018 - Present · 8 yrs 6 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
March 2013 - April 2018 · 5 yrs 1 mo
Morgan Stanley & CO. LLCBroker
February 2010 - April 2012 · 2 yrs 2 mos
Barclay Investments, INC.Broker
June 2009 - January 2010 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2008 - March 2009 · 5 mos
State Registrations2 states
COTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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