Herbert
Boyd

Custos Family Office LLC

CRD#2095185
Investment Advisor
in Austin, TX

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About this Advisor

Herbert Boyd is a financial advisor based in Austin, Texas, working with Custos Family Office LLC. Herbert has previously held positions at J.P. Morgan Securities LLC, Jpmorgan Chase Bank, and Custos Family Office. Herbert has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Herbert is part of Custos Family Office LLC, which operates out of Austin, Texas. The firm has 4 offices and 6 employees. The firm manages assets totaling $531.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Custos Family Office LLC includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

Austin, TX

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Custos Family Office LLC Brokerage Details

Total Assets Under Management

$531,768,882

TX Average: $3,042,739,679
Total Number of Employees

6

TX Average: 49
Total Number of Accounts

370

TX Average: 2,315
Average Account Size

$1,437,213

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Herbert Boyd Work History

2019 - Present (6 years)

Custos Family Office

2010 - 2019 (9 years)

J.P. Morgan Securities LLC

2010 - 2019 (9 years)

Jpmorgan Chase Bank

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Disclosures

Please visit the SEC profile of Herbert Boyd to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Custos Family Office LLC

Audrey Soza
Austin, TX
Anthony Lopiccolo
Littleton, CO
Mitchell Herr
Austin, TX
Herbert Boyd
Austin, TX
Juan Creixell
Austin, TX
Michele Camp
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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