9AT: CUSTOM PORTFOLIO GROUP

Adviser Profile

As of Date	12/06/2024
Registration status	Terminated
ADV Location	ENGLEWOOD, CO, United States
Contact Info	720 xxxxxxx
Websites

AUM^*	175,585,646 18%
of that, discretionary	175,585,646 18%
Number of Employees	4
of those in investment advisory functions	1
Private Fund GAV^*	0
Avg Account Size	386,753 15%
% High Net Worth	53.19% -18%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser COMPOUND FAMILY OFFICES, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM540.8m	#Funds-
Adviser KANAWHA CAPITAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.8b	#Funds-
Adviser PATTON ALBERTSON MILLER GROUP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.7b	#Funds-
Adviser FIRESTONE CAPITAL MANAGEMENT INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM806.2m	#Funds-
Adviser PROFFITT & GOODSON INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM797.7m	#Funds-
Adviser HOWARD CAPITAL MANAGEMENT GROUP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.6b	#Funds-
Adviser NAVITER WEALTH, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.6b	#Funds-
Adviser NOVARE CAPITAL MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.9b	#Funds-
Adviser ESSENTIAL INVESTMENT PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM223.0m	#Funds-
Adviser SITRIN CAPITAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM351.1m	#Funds-

Brochure Summary

Overview

Custom Portfolio Group provides wealth management, investment management, and financial planning services to individuals, families, businesses and non-profit organizations. Our firm was founded in 2011 by David Twibell, who is the firm’s sole owner. Prior to starting Custom Portfolio Group, Mr. Twibell was the President of Wealth Management and Chief Investment Officer for Colorado Capital Bank in Denver, Colorado. Custom Portfolio Group currently manages $175,585,647 for 94 clients (as of January 1, 2024). Of this, $175,585,647 is managed on a discretionary basis and $0 is managed on a non-discretionary basis. As our name implies, our services are tailored to the needs of our clients. We work closely with each client to design an investment strategy that meets their unique financial goals and risk preferences. We encourage our

clients to take an active role in setting the parameters for their customized investment strategy and provide them with an opportunity to restrict the type of investments we use in their portfolios. Our open architecture investment platform allows us access to a wide range of investments for clients, including individual securities, exchange-traded fund, mutual funds, options, hedge funds, and private investments. In addition, we provide our clients with advice on a broad range of planning issues. This includes consulting with them in the areas of retirement planning, cash flow planning, education planning, asset protection planning, wealth transfer planning, and insurance planning. As with our investment management services, our planning services are tailored to the unique financial goals and risk preferences of each client.

CUSTOM PORTFOLIO GROUP

CUSTOM PORTFOLIO GROUP

CUSTOM PORTFOLIO GROUP LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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CUSTOM PORTFOLIO GROUP CUSTOM PORTFOLIO GROUP CUSTOM PORTFOLIO GROUP LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

CUSTOM PORTFOLIO GROUP

CUSTOM PORTFOLIO GROUP

CUSTOM PORTFOLIO GROUP LLC