Anthony Lopiccolo
Custos Family Office · Greenwood Village, Colorado
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.
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Specialties
Who they serve
- High earners
- Multi-generational families
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 | $346.6M across 229 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CO, TX · CRD 5331964 |
| Exams passed | Series 63 (2008) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.custosfo.com |
| Profile |
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Questions about Anthony
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Custos Family Office website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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