Biltmore Family Office, LLC

RIASEC Registered

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 adviser organized as an LLC that positions itself as a capital allocator for high‑net‑worth individuals, families and institutional clients. The firm is SEC‑registered (registered in 2013) and delivers financial planning and portfolio management services across individual, small business and institutional relationships, and it also performs manager selection on behalf of clients. Its fee arrangements combine percentage‑of‑AUM and fixed‑fee structures. The firm’s name and client focus reflect a family‑office orientation: it serves a small number of sizable clients and allocates to both public and private managers. Biltmore was recognized on FA Magazine’s Top RIA Firms list in 2020. The firm is not identified as an active ESG investor.