BILTMORE FAMILY OFFICE, LLC
SEC RegisteredAn independent wealth advisory firm founded by our family and designed for your family.
About the firm
Biltmore Family Office is an independent wealth advisory firm that guides families through the complexities of intergenerational wealth. With a dedicated team of professionals in North Carolina and Florida, the firm operates as a Collaborative Family Office, prioritizing client advice and service over firm growth. It integrates planning, investing, and education into a family-driven agenda to prepare each successive generation to manage the family's wealth.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Governance & Education, Investment Services, Customized Planning, and Reporting & Technology, including estate planning, wealth planning, portfolio management, and research.
Who they serve
Families with generational wealth, including investment-oriented business owners and their families.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 14 | $5.1M |
| High Net Worth Individuals | 71 | $3.4B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
16 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $10,000,000 | 1.00% |
| $10,000,001 - $25,000,000 | 0.85% |
| $25,000,001 and over | 0.50% |
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BILTMORE FAMILY OFFICE, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.