Biltmore Family Office, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Charlotte, NC. Its latest Form ADV filing, dated March 23, 2026, reports $3.5B in regulatory assets under management, 24 employees, 1 office, and 86 accounts.
Top client segmentHNWI represent 82.6% of total clients.
Top client categories% of clientsClients
1
HNWI
82.6%
71
2
Individuals
16.3%
14
3
Charitable
1.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.5Bas of March 23, 2026
Discretionary98.6%
$3.4B
99% of total RAUM98.6%
Non-discretionary1.4%
$48M
1% of total RAUM1.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$3.5B
Total Accounts86
10Y AUM Change+$2.1B (+149.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees24
Clients per Employee4:1
10Y Employee Change+11 (+84.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.