# Anthony Lopiccolo

> Anthony Lopiccolo is a fee-only financial advisor at Custos Family Office in Greenwood Village, Colorado, who holds the CFA credential. Anthony focuses on family wealth transfer, retirement planning and estate & legacy planning. Custos Family Office reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/anthony-lopiccolo/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Custos Family Office
- **Based in:** Greenwood Village, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Assets under management (firm):** $346.6M across 229 accounts
- **Credentials:** CFA
- **Specialties:** Family wealth transfer, Retirement planning, Estate & legacy planning
- **Works with:** High earners, Multi-generational families
- **CRD:** 5331964 (https://adviserinfo.sec.gov/individual/summary/5331964)
- **SEC registration:** Investment adviser representative in CO, TX
- **Exams passed:** Series 63 (2008)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.custosfo.com

## Frequently asked questions

### Is Anthony Lopiccolo a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Anthony holds no broker registration, and Custos Family Office reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Anthony charge for financial advice?

Anthony's firm, Custos Family Office, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Anthony Lopiccolo based?

Anthony Lopiccolo is based in Greenwood Village, Colorado.

### What does Anthony specialize in?

Anthony's specialties include family wealth transfer, retirement planning and estate & legacy planning. Anthony works with high earners and multi-generational families.

### What credentials does Anthony Lopiccolo hold?

Anthony Lopiccolo holds the CFA credential.

### Is Anthony Lopiccolo registered with the SEC?

Yes. Anthony Lopiccolo is registered as an investment adviser representative in CO and TX (CRD 5331964), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Custos Family Office manage?

Custos Family Office reports $346.6M across 229 accounts in assets under management.

### How do I contact Anthony Lopiccolo?

Through Anthony's website, www.custosfo.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5331964): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://custosfo.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.