Biltmore Family Office, LLC

RIASEC RegisteredEst. 2013

Total AUM

$3.5B

Discretionary

$3.4B

99% of AUM

Avg account

$40.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Charlotte, North Carolina
CRD number: 167174
Registered since: May 1, 2013
Website: www.biltmorefamilyoffice.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI98.43%
Charitable Organizations1.43%
Individuals0.15%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Biltmore Family Office, LLC is an independent registered investment advisor organized as an LLC and registered with the SEC in 2013. The firm positions itself as a capital allocator for high-net-worth individuals, families and select institutional clients, offering fee arrangements that include both AUM-based and fixed-fee engagements. Core advisory services listed include comprehensive financial planning, portfolio management for individuals/small businesses as well as for businesses or institutions, and the selection and oversight of third-party managers. Biltmore identifies as non-ESG focused and describes itself as an allocator that places client capital with external managers when appropriate. The firm was recognized in FA Magazine’s Top RIA Firms list in 2020.