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SEC insider activity covers quarterly filings through June 30, 2026. Later filings are not included. Reported roles do not establish current employment or current holdings. SEC filing documents, sections and filing-text search cover filings dated January 1, 2000 onward. Earlier filings are deferred until after launch.
Also known as: CUSTODIA FINANCIAL LLC, CUSTODIA FINANCIAL, LLC
Firm Income Reported for This Client
$645K
Not substituted for client expenses
Summary
CUSTODIA FINANCIAL, LLC is an organization, based in TX. Its political footprint includes $645K in lobbying-firm income reported for this client. Lobbying activity focuses on Retirement, Financial Institutions/Investments/Securities, Taxation/Internal Revenue Code. Political activity spans from 2011 to 2021.