--- title: "72 Family Offices in the Southeast (Nov 2026): Top 10 by Assets" last_updated: "2026-11-10" rows: "72" free_rows: "25" source: "SEC filings" canonical: "https://familyofficeroster.com/lists/family-offices-in-the-southeast/" --- # 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. - 72 family offices - 28 / 44 single / multi-family - 9 with startups or venture as a stated focus - 113 named decision-makers on file ## All 72 family offices in the Southeast: full detail on the first 25 | Family office | Type | City | Focus | Disclosed assets | Source | Checked | Profile | |---|---|---|---|---|---|---|---| | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/himanshu-shah-family-office/ | | Allie Family Office LLC | Multi-family office | Miami | Private Funds, Fixed Income | $1.3B regulatory AUM (Form ADV, filed 2026-03-25) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/allie-family-office/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/anderson-growth-partners/ | | Bakala Capital LLC | Single family office | Greenville | Generalist, Public Equities, Private Equity, Venture Capital and Startups | $23M 13F holdings (Q2 2026) | SEC filing | 2026-11-05 | https://familyofficeroster.com/family-offices/bakala-capital/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/bayshore-capital/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/clearwell-group/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/compound-family-offices/ | | CWA Asset Management Group | Multi-family office | Naples | Public Equities, Fixed Income | $3.4B 13F holdings (Q3 2026) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/cwa-asset-management-group/ | | Di Rezze Family Office | Single family office | Sunny Isles Beach | Direct Investments, Spacs, Private Equity | | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/di-rezze-family-office/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/maximai-investment-partners/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/steel-grove-capital-advisors/ | | Activ8 Family Office LLC | Multi-family office | Mclean | Public Equities, Fixed Income | $1.5B regulatory AUM (Form ADV, filed 2026-08-03) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/activ8-family-office/ | | American Wealth Advisors, LLC | Multi-family office | Johns Creek | Public Equities, Fixed Income | $120M regulatory AUM (Form ADV, filed 2026-08-17) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/american-wealth-advisors/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/anchyra-partners/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/brainvest-wealth-management/ | | BT Family Office, LLC | Multi-family office | Atlanta | Public Equities, Fixed Income | $4.0B regulatory AUM (Form ADV, filed 2026-03-19) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/bt-family-office/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/certuity/ | | Chronos Capital Advisors LLC | Multi-family office | Miami | Public Equities, Fixed Income | $181M regulatory AUM (Form ADV, filed 2026-03-11) | SEC filing | 2026-11-04 | https://familyofficeroster.com/family-offices/chronos-capital-advisors/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/colony-family-offices/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/cv-advisors/ | | Destiny Family Office | Multi-family office | Tavares | Public Equities, Private Funds, Direct Investments | $605M regulatory AUM (Form ADV, filed 2026-09-16) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/destiny-family-office/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/element-pointe-family-office/ | | Evertern Wealth, LLC | Multi-family office | Naples | Public Equities, Fixed Income | $1.6B regulatory AUM (Form ADV, filed 2026-09-30) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/evertern-wealth/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/fiduciary-family-office/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/founders-family-office/ | Other offices on this list (name, type, city): - Haven Private, Multi-family office, Orlando - Permcap Investment Office, Multi-family office, Charleston - Pioneer Family Office, LLC, Multi-family office, North Miami Beach - Pittco Management, Single family office, Memphis - Riverglades Family Offices, LLC, Multi-family office, Naples - Sentry, LLC, Multi-family office, Memphis - Stephens Group, LLC, Single family office, Little Rock - Stokes Family Office LLC, Multi-family office, New Orleans - Summer Road, Single family office, West Palm Beach - Third Security, LLC, Single family office, Radford - Tiempo Capital Partners, Multi-family office, Miami - Timonier, Multi-family office, Winston Salem - WE Family Offices, Multi-family office, Coral Gables - Xception Family Office, Multi-family office, Atlanta - Biltmore Family Office, LLC, Multi-family office, Charlotte - DBI Next, Single family office, Nashville - EMFO, LLC (Emerald Multi-Family Office), Multi-family office, Weston - Family Asset Management, Multi-family office, Charleston - Fifth Avenue Family Office, Multi-family office, Naples - Gruss & Co., LLC, Single family office, West Palm Beach - HF Capital, Single family office, Knoxville - Intrepid Family Office LLC, Single family office, Sarasota - MILFAM LLC, Single family office, Stuart - National Financial Companies, Multi-family office, Wellington - Ocean Cliff Partners, Single family office, Delray Beach - Panton Equity Partners, Single family office, Atlanta - SagePoint Capital Partners, Multi-family office, Franklin - Saul Wealth Advisors, LLC, Multi-family office, Miami - The Theo Group, Single family office, Palm Beach Gardens - Truehaven Capital, Multi-family office, Franklin - Allerand Capital, Single family office, Jupiter - Arlington Family Offices, Multi-family office, Birmingham - Ayon Capital, Single family office, Tampa - Bess Ventures & Advisory, Single family office, Miami Beach - Ligo Partners, Single family office, Miami - New Republic Partners, Multi-family office, Charlotte - RFA Management Company, LLC, Single family office, Atlanta - Dow Family Office Advisory, LLC, Multi-family office, Lakewood Ranch - East Asset Management, Single family office, Boca Raton - Mariposa Capital, Single family office, Miami - Matilda Stream Management, Single family office, Lake Charles - Sparta Wealth Partners, Multi-family office, Charlotte - Vinik Family Office, Single family office, Tampa - Black Owl Managing, Single family office, Charlotte - Larkspur Management, Single family office, The Plains - Miramar Services, Single family office, Fort Mitchell - Teton Capital, Single family office, Fort Lauderdale 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. Get all 72 offices and 113 named contacts, $149, one-time: https://familyofficeroster.com/buy/list/family-offices-in-the-southeast This page: https://familyofficeroster.com/lists/family-offices-in-the-southeast/ ## 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. - 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. ## 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.