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BILTMORE FAMILY OFFICE, LLC
CRD 167174 · SEC 801-78011
500 EAST BOULEVARD, CHARLOTTE, NC, 28203, United States
Phone
704-248-5230
Fax
704-248-5230
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.47B
Discretionary AUM
$3.42B
Team
24 total employees; 9 advisory reps; 1 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersFAMILY OFFICE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $5.1M |
| High net worth individuals | 71 | $3.41B |
| Charitable organizations | 1 | $49.4M |
States served
CA, GA, LA, MA, NY, NC, SC, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD