Biltmore Family Office, LLC

RIASEC Registered
Total AUM
$3.5B
Discretionary
$3.4B
99% of AUM
Avg account
$40.3M
Accounts
86
Employees
24
Advisory reps
16

Firm details

Headquarters
Charlotte, North Carolina
CRD number
167174
Registered since
May 1, 2013
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.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 37%, Exchange Traded Equities 28%, Private Funds 25%, State & Local Bonds 5%, Cash & Cash Equivalents 4%, Investment Grade Corp Bonds 1%37%
  • Public Funds/Mutual Funds37%
  • Exchange Traded Equities28%
  • Private Funds25%
  • State & Local Bonds5%
  • Cash & Cash Equivalents4%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 219

Active vs passive

$368M in ETFs

Passive

92%

$339M

Active

3%

$29.1M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES GOLD TRUST (IAU)BlackRockPassiveCommodities Focused$50.5M646,99313.73%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth