BILTMORE WEALTH MANAGEMENT, LLC

Overview

Biltmore Wealth Management, LLC is a boutique, owner-operated registered investment advisor that manages portfolios primarily for individual and family clients, with advisory services that also extend to small businesses and institutional/business accounts. The firm favors equity-centered allocations, with a clear tilt toward exchange-traded products as the core of client portfolios. Portfolios are run on a fee-on-assets basis and the firm provides separately managed account (SMA) solutions alongside discretionary portfolio management. The firm’s filing indicates it does not position itself as an active ESG investor and operates with a single-state footprint. It works with third-party managers for non-core or alternative exposures rather than running a proprietary alternatives platform, and maintains an industry affiliation with an insurance company for select product or distribution relationships. Custody is concentrated at Charles Schwab & Co., Inc., which holds the firm’s custodial assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices