Verified 4 Nov 2026
Biltmore Family Office, LLC
SEC-registered investment adviser whose registered name identifies it as a family office, serving multiple client families from Charlotte, North Carolina. Form ADV reports $3.5B in regulatory assets for 71 high-net-worth clients.
- Type
- Multi-family office
- Location
- Charlotte, North Carolina, United States
- Sectors
- Public equities, Private funds
- Fund size / AUM
- $3.5B regulatory AUM (Form ADV, filed 2026-03-23)
- Latest fund or filing
- 23 Mar 2026
- Website
- www.biltmorefamilyoffice.com
Contacts on file
For Biltmore Family Office, LLC, the paid file holds: 1 named decision-maker with roles.
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Sources
- adviserinfo.sec.gov/firm/summary/167174
- reports.adviserinfo.sec.gov/reports/ADV/167174/PDF/167174.pdf
- www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1731123
- www.sec.gov/Archives/edgar/data/1731123/000139834426019404/
Last checked 4 Nov 2026. Is something wrong? Tell us.
Appears in 7 lists
Family offices in the Southeast (72)US family offices that invest in private funds (85)Family offices that invest in private funds (109)Multi-family offices in the United States (193)Multi-family offices (236)Family offices that invest in public equities (274)Family offices in the United States (481)