Mitchell Herr
Custos Family Office · Austin, Texas
Mitchell Herr is a fee-only financial advisor at Custos Family Office in Austin, Texas. Mitchell 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.
Request an introduction to Mitchell →
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 5634419 |
| Exams passed | Series 63 (2010) · Series 65 (2009) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.custosfo.com |
| Profile |
Request an introduction to Mitchell
Tell Mitchell a little about what you're looking for. Mitchell isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Mitchell
Is Mitchell Herr a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mitchell 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 Mitchell charge for financial advice?
Mitchell'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 Mitchell Herr based?
Mitchell Herr is based in Austin, Texas.
What does Mitchell specialize in?
Mitchell's specialties include family wealth transfer, retirement planning and estate & legacy planning. Mitchell works with high earners and multi-generational families.
Is Mitchell Herr registered with the SEC?
Yes. Mitchell Herr is registered as an investment adviser representative in TX (CRD 5634419), 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 Mitchell Herr?
Through Mitchell'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.
See something wrong? Request a correction. Read our methodology.