72 family offices in the Southeast
We list 72 family offices in the Southeast as of November 2026: 28 single family offices and 44 multi-family offices, all sourced from an SEC filing, last checked on 10 Nov 2026. Miami (9), Atlanta (5) and Charlotte (5) hold the most offices on this list.
Top 10 family offices in the Southeast, ranked by disclosed assets
The rule: the assets an office discloses in a Form ADV or 13F filing, largest first. 49 of the 72 offices on this list disclose a figure; offices that do not disclose are not ranked. It is a measure of size as filed, not of quality or returns.
WE Family Offices
Type: Multi-family office · Location: Coral Gables, Florida, United States · Focus: Public Equities, Private Funds, Fixed Income · Disclosed assets: $17.8B regulatory AUM (Form ADV, filed 2026-04-21) · Source: SEC filing
WE Family Offices discloses $17.8B regulatory AUM (Form ADV, filed 2026-04-21); 4 named decision-makers on file; last checked 10 Nov 2026.
CV Advisors LLC
Type: Multi-family office · Location: Aventura, Florida, United States · Focus: Public Equities, Private Funds, Fixed Income, Private Equity · Disclosed assets: $15.1B regulatory AUM (Form ADV, filed 2026-04-23) · Source: SEC filing
CV Advisors LLC discloses $15.1B regulatory AUM (Form ADV, filed 2026-04-23); 4 named decision-makers on file; last checked 10 Nov 2026.
BT Family Office, LLC
Type: Multi-family office · Location: Atlanta, Georgia, United States · Focus: Public Equities, Fixed Income · Disclosed assets: $4.0B regulatory AUM (Form ADV, filed 2026-03-19) · Source: SEC filing
BT Family Office, LLC discloses $4.0B regulatory AUM (Form ADV, filed 2026-03-19); 1 named decision-maker on file; last checked 10 Nov 2026.
Permcap Investment Office
Type: Multi-family office · Location: Charleston, South Carolina, United States · Focus: Public Equities, Private Funds, Private Equity, Hedge Funds · Disclosed assets: $4.0B regulatory AUM (Form ADV, filed 2026-09-11) · Source: SEC filing
Permcap Investment Office discloses $4.0B regulatory AUM (Form ADV, filed 2026-09-11); 4 named decision-makers on file; last checked 10 Nov 2026.
Biltmore Family Office, LLC
Type: Multi-family office · Location: Charlotte, North Carolina, United States · Focus: Public Equities, Private Funds · Disclosed assets: $3.5B regulatory AUM (Form ADV, filed 2026-03-23) · Source: SEC filing
Biltmore Family Office, LLC discloses $3.5B regulatory AUM (Form ADV, filed 2026-03-23); 1 named decision-maker on file; last checked 4 Nov 2026.
Colony Family Offices, LLC
Type: Multi-family office · Location: Charlotte, North Carolina, United States · Focus: Public Equities, Private Funds, Fixed Income, Hedge Funds · Disclosed assets: $3.4B regulatory AUM (Form ADV, filed 2026-08-10) · Source: SEC filing
Colony Family Offices, LLC discloses $3.4B regulatory AUM (Form ADV, filed 2026-08-10); 4 named decision-makers on file; last checked 10 Nov 2026.
CWA Asset Management Group
Type: Multi-family office · Location: Naples, Florida, United States · Focus: Public Equities, Fixed Income · Disclosed assets: $3.4B 13F holdings (Q3 2026) · Source: SEC filing
CWA Asset Management Group discloses $3.4B 13F holdings (Q3 2026); 1 named decision-maker on file; last checked 10 Nov 2026.
Stokes Family Office LLC
Type: Multi-family office · Location: New Orleans, Louisiana, United States · Focus: Public Equities · Disclosed assets: $3.4B regulatory AUM (Form ADV, filed 2026-04-30) · Source: SEC filing
Stokes Family Office LLC discloses $3.4B regulatory AUM (Form ADV, filed 2026-04-30); 1 named decision-maker on file; last checked 10 Nov 2026.
Certuity, LLC
Type: Multi-family office · Location: North Palm Beach, Florida, United States · Focus: Public Equities, Private Equity, Private Funds, Fixed Income · Disclosed assets: $3.3B regulatory AUM (Form ADV, filed 2026-04-30) · Source: SEC filing
Certuity, LLC discloses $3.3B regulatory AUM (Form ADV, filed 2026-04-30); 1 named decision-maker on file; last checked 10 Nov 2026.
Arlington Family Offices
Type: Multi-family office · Location: United States (Birmingham office) · Disclosed assets: $2.31B regulatory AUM (Form ADV, filed 03/26/2026) · Source: SEC filing
Arlington Family Offices discloses $2.31B regulatory AUM (Form ADV, filed 03/26/2026); last checked 10 Nov 2026.
All 72 family offices in the Southeast: full detail on the first 25
| Family office | Type | City | Focus | Disclosed assets | Source | Checked | Contacts |
|---|---|---|---|---|---|---|---|
| Himanshu Shah Family Office LLC | Single family office | Raleigh | Public Equities, Healthcare, Energy | $605M 13F holdings (Q3 2026, filed as Shah Capital Management) | SEC filing | 10 Nov 2026 | 1 name, office email · Unlock |
| Allie Family Office LLC | Multi-family office | Miami | Private Funds, Fixed Income | $1.3B regulatory AUM (Form ADV, filed 2026-03-25) | SEC filing | 10 Nov 2026 | 5 names, office email · Unlock |
| Anderson Growth Partners, LLC | Multi-family office | Charleston | Private Equity, Hedge Funds, Real Estate, Direct Investments | $1.0B regulatory AUM (Form ADV, filed 2026-03-26) | SEC filing | 10 Nov 2026 | 4 names, office email · Unlock |
| Bakala Capital LLC | Single family office | Greenville | Generalist, Public Equities, Private Equity, Venture Capital and Startups | $23M 13F holdings (Q2 2026) | SEC filing | 5 Nov 2026 | 4 names, office email · Unlock |
| Bayshore Capital | Multi-family office | Tampa | Public Equities, Private Equity, Private Funds, Hedge Funds | $879M regulatory AUM (Form ADV, filed 2026-06-26) | SEC filing | 10 Nov 2026 | 3 names · Unlock |
| Clearwell Group | Multi-family office | Tampa | Public Equities, Private Equity, Real Estate, Direct Investments | $414M regulatory AUM (Form ADV, filed 2026-04-01) | SEC filing | 10 Nov 2026 | 3 names · Unlock |
| Compound Family Offices, LLC | Multi-family office | Sarasota | Public Equities, Private Funds, Fixed Income | $541M regulatory AUM (Form ADV, filed 2026-04-23) | SEC filing | 10 Nov 2026 | 3 names, office email · Unlock |
| CWA Asset Management Group | Multi-family office | Naples | Public Equities, Fixed Income | $3.4B 13F holdings (Q3 2026) | SEC filing | 10 Nov 2026 | 1 name, office email · Unlock |
| Di Rezze Family Office | Single family office | Sunny Isles Beach | Direct Investments, Spacs, Private Equity | SEC filing | 10 Nov 2026 | 1 name, office email · Unlock | |
| Maximai Investment Partners, LLC | Multi-family office | Coral Gables | Public Equities, Private Funds, Fixed Income | $696M regulatory AUM (Form ADV, filed 2026-03-24) | SEC filing | 10 Nov 2026 | 1 name, office email · Unlock |
| Steel Grove Capital Advisors, LLC | Multi-family office | Memphis | Public Equities, Private Funds | $1.6B regulatory AUM (Form ADV, filed 2026-09-29) | SEC filing | 10 Nov 2026 | 2 names, office email · Unlock |
| Activ8 Family Office LLC | Multi-family office | Mclean | Public Equities, Fixed Income | $1.5B regulatory AUM (Form ADV, filed 2026-08-03) | SEC filing | 10 Nov 2026 | 2 names · Unlock |
| American Wealth Advisors, LLC | Multi-family office | Johns Creek | Public Equities, Fixed Income | $120M regulatory AUM (Form ADV, filed 2026-08-17) | SEC filing | 10 Nov 2026 | 4 names · Unlock |
| Anchyra Partners LLC | Multi-family office | Atlanta | Public Equities, Fixed Income, Private Equity, Venture Capital and Startups | $689M regulatory AUM (Form ADV, filed 2026-03-11) | SEC filing | 10 Nov 2026 | 3 names · Unlock |
| Brainvest Wealth Management LLC | Multi-family office | Miami | Public Equities, Private Funds, Fixed Income, Hedge Funds | $691M regulatory AUM (Form ADV, filed 2026-04-27) | SEC filing | 10 Nov 2026 | 3 names · Unlock |
| BT Family Office, LLC | Multi-family office | Atlanta | Public Equities, Fixed Income | $4.0B regulatory AUM (Form ADV, filed 2026-03-19) | SEC filing | 10 Nov 2026 | 1 name · Unlock |
| Certuity, LLC | Multi-family office | North Palm Beach | Public Equities, Private Equity, Private Funds, Fixed Income | $3.3B regulatory AUM (Form ADV, filed 2026-04-30) | SEC filing | 10 Nov 2026 | 1 name · Unlock |
| Chronos Capital Advisors LLC | Multi-family office | Miami | Public Equities, Fixed Income | $181M regulatory AUM (Form ADV, filed 2026-03-11) | SEC filing | 4 Nov 2026 | 2 names · Unlock |
| Colony Family Offices, LLC | Multi-family office | Charlotte | Public Equities, Private Funds, Fixed Income, Hedge Funds | $3.4B regulatory AUM (Form ADV, filed 2026-08-10) | SEC filing | 10 Nov 2026 | 4 names · Unlock |
| CV Advisors LLC | Multi-family office | Aventura | Public Equities, Private Funds, Fixed Income, Private Equity | $15.1B regulatory AUM (Form ADV, filed 2026-04-23) | SEC filing | 10 Nov 2026 | 4 names · Unlock |
| Destiny Family Office | Multi-family office | Tavares | Public Equities, Private Funds, Direct Investments | $605M regulatory AUM (Form ADV, filed 2026-09-16) | SEC filing | 10 Nov 2026 | 3 names · Unlock |
| Element Pointe Family Office | Multi-family office | Miami | Private Equity, Private Funds, Public Equities, Fixed Income | $1.2B regulatory AUM (Form ADV, filed 2026-07-30) | SEC filing | 10 Nov 2026 | 4 names · Unlock |
| Evertern Wealth, LLC | Multi-family office | Naples | Public Equities, Fixed Income | $1.6B regulatory AUM (Form ADV, filed 2026-09-30) | SEC filing | 10 Nov 2026 | 2 names · Unlock |
| Fiduciary Family Office, LLC | Multi-family office | Boca Raton | Public Equities, Private Funds, Fixed Income | $748M regulatory AUM (Form ADV, filed 2026-03-11) | SEC filing | 10 Nov 2026 | 1 name · Unlock |
| Founders Family Office | Multi-family office | Miami | Public Equities, Private Funds, Fixed Income | $1.4B regulatory AUM (Form ADV, filed 2026-10-23) | SEC filing | 10 Nov 2026 | 1 name · Unlock |
| Haven Private | Multi-family office | Orlando | Focus, assets, source and contacts in the file · Unlock | ||||
| Permcap Investment Office | Multi-family office | Charleston | Focus, assets, source and contacts in the file · Unlock | ||||
| Pioneer Family Office, LLC | Multi-family office | North Miami Beach | Focus, assets, source and contacts in the file · Unlock | ||||
| Pittco Management | Single family office | Memphis | Focus, assets, source and contacts in the file · Unlock | ||||
| Riverglades Family Offices, LLC | Multi-family office | Naples | Focus, assets, source and contacts in the file · Unlock | ||||
| Sentry, LLC | Multi-family office | Memphis | Focus, assets, source and contacts in the file · Unlock | ||||
| Stephens Group, LLC | Single family office | Little Rock | Focus, assets, source and contacts in the file · Unlock | ||||
| Stokes Family Office LLC | Multi-family office | New Orleans | Focus, assets, source and contacts in the file · Unlock | ||||
| Summer Road | Single family office | West Palm Beach | Focus, assets, source and contacts in the file · Unlock | ||||
| Third Security, LLC | Single family office | Radford | Focus, assets, source and contacts in the file · Unlock | ||||
| Tiempo Capital Partners | Multi-family office | Miami | Focus, assets, source and contacts in the file · Unlock | ||||
| Timonier | Multi-family office | Winston Salem | Focus, assets, source and contacts in the file · Unlock | ||||
| WE Family Offices | Multi-family office | Coral Gables | Focus, assets, source and contacts in the file · Unlock | ||||
| Xception Family Office | Multi-family office | Atlanta | Focus, assets, source and contacts in the file · Unlock | ||||
| Biltmore Family Office, LLC | Multi-family office | Charlotte | Focus, assets, source and contacts in the file · Unlock | ||||
| DBI Next | Single family office | Nashville | Focus, assets, source and contacts in the file · Unlock | ||||
| EMFO, LLC (Emerald Multi-Family Office) | Multi-family office | Weston | Focus, assets, source and contacts in the file · Unlock | ||||
| Family Asset Management | Multi-family office | Charleston | Focus, assets, source and contacts in the file · Unlock | ||||
| Fifth Avenue Family Office | Multi-family office | Naples | Focus, assets, source and contacts in the file · Unlock | ||||
| Gruss & Co., LLC | Single family office | West Palm Beach | Focus, assets, source and contacts in the file · Unlock | ||||
| HF Capital | Single family office | Knoxville | Focus, assets, source and contacts in the file · Unlock | ||||
| Intrepid Family Office LLC | Single family office | Sarasota | Focus, assets, source and contacts in the file · Unlock | ||||
| MILFAM LLC | Single family office | Stuart | Focus, assets, source and contacts in the file · Unlock | ||||
| National Financial Companies | Multi-family office | Wellington | Focus, assets, source and contacts in the file · Unlock | ||||
| Ocean Cliff Partners | Single family office | Delray Beach | Focus, assets, source and contacts in the file · Unlock | ||||
| Panton Equity Partners | Single family office | Atlanta | Focus, assets, source and contacts in the file · Unlock | ||||
| SagePoint Capital Partners | Multi-family office | Franklin | Focus, assets, source and contacts in the file · Unlock | ||||
| Saul Wealth Advisors, LLC | Multi-family office | Miami | Focus, assets, source and contacts in the file · Unlock | ||||
| The Theo Group | Single family office | Palm Beach Gardens | Focus, assets, source and contacts in the file · Unlock | ||||
| Truehaven Capital | Multi-family office | Franklin | Focus, assets, source and contacts in the file · Unlock | ||||
| Allerand Capital | Single family office | Jupiter | Focus, assets, source and contacts in the file · Unlock | ||||
| Arlington Family Offices | Multi-family office | Birmingham | Focus, assets, source and contacts in the file · Unlock | ||||
| Ayon Capital | Single family office | Tampa | Focus, assets, source and contacts in the file · Unlock | ||||
| Bess Ventures & Advisory | Single family office | Miami Beach | Focus, assets, source and contacts in the file · Unlock | ||||
| Ligo Partners | Single family office | Miami | Focus, assets, source and contacts in the file · Unlock | ||||
| New Republic Partners | Multi-family office | Charlotte | Focus, assets, source and contacts in the file · Unlock | ||||
| RFA Management Company, LLC | Single family office | Atlanta | Focus, assets, source and contacts in the file · Unlock | ||||
| Dow Family Office Advisory, LLC | Multi-family office | Lakewood Ranch | Focus, assets, source and contacts in the file · Unlock | ||||
| East Asset Management | Single family office | Boca Raton | Focus, assets, source and contacts in the file · Unlock | ||||
| Mariposa Capital | Single family office | Miami | Focus, assets, source and contacts in the file · Unlock | ||||
| Matilda Stream Management | Single family office | Lake Charles | Focus, assets, source and contacts in the file · Unlock | ||||
| Sparta Wealth Partners | Multi-family office | Charlotte | Focus, assets, source and contacts in the file · Unlock | ||||
| Vinik Family Office | Single family office | Tampa | Focus, assets, source and contacts in the file · Unlock | ||||
| Black Owl Managing | Single family office | Charlotte | Focus, assets, source and contacts in the file · Unlock | ||||
| Larkspur Management | Single family office | The Plains | Focus, assets, source and contacts in the file · Unlock | ||||
| Miramar Services | Single family office | Fort Mitchell | Focus, assets, source and contacts in the file · Unlock | ||||
| Teton Capital | Single family office | Fort Lauderdale | Focus, assets, source and contacts in the file · Unlock | ||||
You are seeing every office name, with full detail on 25 of 72. The file adds the detail for the other 47, 113 named decision-makers and 10 office emails.
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How these 72 break down
By city
| City | On this list | Share |
|---|---|---|
| Miami | 9 | 12% |
| Atlanta | 5 | 7% |
| Charlotte | 5 | 7% |
| Tampa | 4 | 6% |
| Naples | 4 | 6% |
| Charleston | 3 | 4% |
| Memphis | 3 | 4% |
| Sarasota | 2 | 3% |
| Coral Gables | 2 | 3% |
| Boca Raton | 2 | 3% |
Full lists, each with its own row count: Family offices in Miami and South Florida (23)
By US state
| US state | On this list | Share |
|---|---|---|
| Florida | 40 | 56% |
| North Carolina | 7 | 10% |
| Tennessee | 7 | 10% |
| Georgia | 6 | 8% |
| South Carolina | 4 | 6% |
| Virginia | 3 | 4% |
| Louisiana | 2 | 3% |
By type
| Type | On this list | Share |
|---|---|---|
| Multi-family office | 44 | 61% |
| Single family office | 28 | 39% |
By investment focus
| Investment focus | On this list | Share |
|---|---|---|
| Public Equities | 48 | 67% |
| Fixed Income | 24 | 33% |
| Private Funds | 21 | 29% |
| Private Equity | 19 | 26% |
| Direct Investments | 17 | 24% |
| Real Estate | 10 | 14% |
| Venture Capital and Startups | 9 | 12% |
| Private Credit | 8 | 11% |
An office can carry more than one focus tag.
Full lists, each with its own row count: Family offices that invest in public equities (274)Family offices that invest in fixed income (93)Family offices that invest in private funds (109)Family offices that invest in private equity (177)Family offices that invest in direct deals in private companies (143)Family offices that invest in real estate (149)Family offices that invest in startups and venture capital (110)Family offices that invest in private credit (47)
Method and limits
- Source
- All 72 rows come from an SEC filing (Form ADV or 13F). Asset figures are shown only where a filing gives them.
- Inclusion rule
- Single and multi-family offices that a public source identifies as a family office: an SEC filing, a company register or the office's own website. On this list: offices whose address is in Alabama, Arkansas, Florida, Georgia, Kentucky, Louisiana, Mississippi, North Carolina, South Carolina, Tennessee, Virginia and West Virginia. US offices with no state on file appear only in the national list.
- Order
- Ordered by how much of each office's record is filled in from public sources, then alphabetically. Disclosed assets are shown where a Form ADV or 13F filing gives them.
- Last refreshed
- November 2026. Rows on this list were checked between 4 Nov 2026 and 10 Nov 2026.
- Fill rates
- Of 72 rows: focus 62, website 55, disclosed assets 49. In the paid file: named decision-makers on 55 rows, office email on 10, LinkedIn page on 11.
- Corrections
- Email hello@familyofficeroster.com or use the update form. We act within 5 working days.
Questions
How many family offices in the Southeast are there?
We list 72 as of November 2026: 28 single family offices and 44 multi-family offices.
Which cities have the most family offices in the Southeast?
Miami (9), Atlanta (5) and Charlotte (5). 33 offices on this list are in other cities or give no city.
Do family offices in the Southeast invest in startups?
9 of the 72 name venture capital or startups as a focus. The most common focus tags on this list are Public Equities (48), Fixed Income (24) and Private Funds (21). 10 offices state no focus.
How many family offices in the Southeast are single family offices and how many are multi-family offices?
28 single and 44 multi-family. A single family office manages one family's wealth: Himanshu Shah Family Office LLC is one on this list. A multi-family office serves several families, often as a regulated adviser: Allie Family Office LLC is one.
How do I contact family offices in the Southeast?
55 of the 72 offices name at least one decision-maker in a public source and 10 publish an office email; Pioneer Family Office, LLC names the most people (6). The file holds all 113 names with their roles. We list addresses the office publishes itself, never personal emails.
Where does the data on family offices in the Southeast come from?
All 72 offices come from an SEC filing (Form ADV or 13F). Each row shows its source label and the date we checked it. The row checked most recently is Himanshu Shah Family Office LLC, on 10 Nov 2026.
Broader lists
Related lists
Family offices in the Northeast (112)Family offices in the Midwest (44)Family offices in the Mountain West (32)
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