BILTMORE FAMILY OFFICE, LLC
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
FINTRXOverview
Biltmore Family Office, LLC is an independent registered investment adviser formed in 2013 and organized as an LLC. The firm positions itself as a hybrid family office and RIA, working with high-net-worth individuals and families as well as institutional clients. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and the selection of outside advisers. Biltmore acts as a capital allocator, charging both percentage-of-AUM and fixed fees, and it does not describe itself as an active ESG investor. The firm was recognized on FA Magazine’s Top RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds37%
- Exchange Traded Equities28%
- Private Funds25%
- State & Local Bonds5%
- Cash & Cash Equivalents4%
Contacts
3 of 15MICHAEL FARRELL
PartnerCRD 2060753
CHRISTOPHER PERKINS
Wealth AdvisorCRD 5065400
MICHELLE SOTO
Senior Wealth PlannerCRD 5410968
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 203Active vs passive
$329M in ETFs
91%
$300M
3%
$28.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES GOLD TRUST (IAU) | BlackRock | Passive | Commodities Focused | $58.4M | 662,025 | 17.74% |
Location
Charlotte, NC
MECKLENBURG
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- MECKLENBURG
- Address
- 500 East Blvd
- Time zone
- ET (UTC-5)
- Office locations
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