Audrey Soza
Custos Family Office · Austin, Texas
Audrey Soza is a fee-only financial advisor at Custos Family Office in Austin, Texas. Audrey 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 | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $346.6M across 229 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6160931 |
| Exams passed | Series 63 (2013) · Series 66 (2023) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.custosfo.com |
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Questions about Audrey
Is Audrey Soza a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Audrey 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 Audrey charge for financial advice?
Audrey'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 Audrey Soza based?
Audrey Soza is based in Austin, Texas.
What does Audrey specialize in?
Audrey's specialties include family wealth transfer, retirement planning and estate & legacy planning. Audrey works with high earners and multi-generational families.
Is Audrey Soza registered with the SEC?
Yes. Audrey Soza is registered as an investment adviser representative in TX (CRD 6160931), 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 Audrey Soza?
Through Audrey'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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