Family Office
    SEC Registered
    Manages Private Funds

    Biltmore Family Office, LLC

    Registered investment advisor · Charlotte, North Carolina · CRD #167174

    Assets Under Management
    $3.5B
    Client Accounts
    86
    Employees
    24
    CRD Number
    167174
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Fidelity Brokerage Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Biltmore Family Office, LLC

    Biltmore Family Office, LLC is an independent investment advisory firm founded in 2008, offering wealth management and investment services to multi-generational families. It manages over $3 billion in assets and employs 11-50 professionals.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Biltmore Family Office, LLC's AUM?

    Biltmore Family Office, LLC reports approximately $3.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Biltmore Family Office, LLC headquartered?

    Biltmore Family Office, LLC is headquartered in Charlotte, North Carolina.

    What is Biltmore Family Office, LLC's CRD number?

    Biltmore Family Office, LLC's CRD number is 167174. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Biltmore Family Office, LLC manage?

    Biltmore Family Office, LLC manages approximately 86 client accounts according to its latest SEC filing.

    Is Biltmore Family Office, LLC SEC registered?

    Yes, Biltmore Family Office, LLC is registered with the SEC as an investment adviser with an approved registration status.

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