Biltmore Family Office, LLC

Overview

Biltmore Family Office is a collaborative family office serving business owners, entrepreneurs, and families with generational wealth. It works on investment sourcing, due diligence, and allocation, and prepares future generations to manage family wealth. Investment interests include operating businesses, endowment and institutional funds, direct real estate, royalties, and collectibles. The firm is registered with the SEC as an investment adviser and reported $3.5B in regulatory assets under management on its latest Form ADV. Its reported client types include individuals, high net worth individuals and charities.

Services

• Financial planning
• Portfolio management
• Selecting other advisers

Advisory services reported on Form ADV (Item 5.G)

• Financial planning
• Portfolio management (individuals/small business)
• Portfolio management (institutions)
• Selecting other advisers
• Other

Location

See more firms in North Carolina and Charlotte.

Sources and last checked

• Biltmore Family Office, LLC website, biltmorefamilyoffice.com, checked October 21, 2026
• SEC Investment Adviser Public Disclosure, Form ADV (CRD 167174), filed 03/23/2026: adviserinfo.sec.gov. SEC monthly adviser data, September 2026.
• Family Office Club research database, 2026 edition

Last checked October 21, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.