Investment adviser · CRD 154876

CUSTOM PORTFOLIO GROUP

Investment adviser filing (IA)

CUSTOM PORTFOLIO GROUP LLC

ENGLEWOOD, CO, United States · Form ADV filed Mar 27, 2024

Regulatory AUM: $176M
Client accounts: 454
Employees: 4
Advisory professionals: 1

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	50	$146,686,748	83.5%
Individuals	38	$16,459,509	9.4%
Charities	6	$12,439,389	7.1%
Banks & thrifts	Fewer than 5	$0	0.0%
Retirement plans	Fewer than 5	Not reported	Not reported
Government entities	Fewer than 5	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Insurance companies	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%
Corporations & businesses	Fewer than 5	$0	0.0%

Filing source

Form ADV 1852967 · Mar 27, 2024 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 27, 2024. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Fixed

Principal office

9800 PYRAMID COURT, SUITE 400
ENGLEWOOD, CO, 80112, United States

CRD 154876

Filing source

Form ADV 1852967 · Mar 27, 2024 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.