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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
Firm Income Reported for This Client
$1.2M
Not substituted for client expenses
Summary
CUSTODIA FINANCIAL is an organization, based in TX. Its political footprint includes $1.2 million in lobbying-firm income reported for this client. Lobbying activity focuses on Financial Institutions/Investments/Securities, Retirement, Taxation/Internal Revenue Code, Labor Issues/Antitrust/Workplace. Political activity spans from 2010 to 2018.