Firm profile

BT FAMILY OFFICE, LLC

ATLANTA, GACRD 305713Latest ADV March 19, 2026

Bt Family Office, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 19, 2026, reports $4.0B in regulatory assets under management, 7 employees, and 10 accounts.

Assets Under Management
$4.0B
Employees
7
Offices
--
Total Clients
10
Primary office
ATLANTA, GA
3300 RIVERWOOD PARKWAY, SUITE 700, ATLANTA, GA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOLorrie T. Allegra

Advisory services offered

5 types reported
Educational seminars/workshops
Financial Planning Services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
10

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$4.0Bas of March 19, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$4.0B
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$4.0B
Total Accounts10
10Y AUM Change+$4.0B

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees7
Clients per Employee1:1
10Y Employee Change+4 (+133.3%)

* 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.