BILTMORE FAMILY OFFICE, LLC is a Charlotte, North Carolina based financial advisory firm with nearly $2,892,462,654 in assets under management and provides investment advisory services for 981 clients. There are currently 20 financial advisors at the firm.
General Information |
| Firm CRD#: | 167174 | |
| SEC#: | 801-78011 | |
| Assets under Management: | $2,892,462,654 | |
| No. of Clients: | 981 | |
| No. of Advisors: | 20 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection for other advisors, Other (FAMILY OFFICE SERVICES) | |
| Fee Structure: | A percentage of AUM, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| HORIZON INVESTMENTS LLC | 109552 | 801-57316 | 3367 | 74 | $4,466,593,018 |
| SALEM INVESTMENT COUNSELORS INC | 104855 | 801-14487 | 2879 | 20 | $3,614,716,454 |
| SMITH SALLEY WEALTH MANAGEMENT | 129614 | 801-62538 | 2327 | 19 | $3,061,316,134 |
| FRANKLIN STREET ADVISORS INC. | 106275 | 801-39635 | 1563 | 39 | $3,465,042,044 |
| BRAGG FINANCIAL ADVISORS INC | 108780 | 801-56890 | 1552 | 33 | $3,904,367,607 |
| BILTMORE FAMILY OFFICE, LLC | 167174 | 801-78011 | 981 | 20 | $2,892,462,654 |
| VERATIS ADVISORS, INC. | 117892 | 801-60849 | 394 | 7 | $4,429,232,164 |
| BELL PARTNERS | 329611 | 801-129580 | 27 | 65 | $5,720,740,650 |
| MAN GLOBAL PRIVATE MARKETS (USA) INC. | 284066 | 801-108173 | 13 | 26 | $2,692,439,467 |
| STEELE CREEK INVESTMENT MANAGEMENT LLC | 170209 | 801-79139 | 11 | 14 | $3,167,928,683 |
| STEPSTONE PRIVATE WEALTH | 305881 | 801-117639 | 9 | 62 | $3,373,097,692 |
| QHP CAPITAL, L.P. | 311710 | 801-120523 | 9 | 22 | $2,727,552,000 |
| ASANA PARTNERS, LP | 284477 | 801-108166 | 6 | 117 | $7,143,965,742 |
| PAMLICO CAPITAL | 157532 | 801-74226 | 5 | 40 | $3,408,698,351 |
| FALFURRIAS MANAGEMENT PARTNERS LP | 163076 | 801-100500 | 5 | 40 | $3,216,939,145 |