Biltmore Family Office, LLC is a large advisory firm based in Charlotte. It manages $1.58 billion of regulatory assets for 700 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Florida, New Hampshire, North Carolina, and 3 other states.
Biltmore Family Office provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Biltmore Family Office, LLC is $1.58 billion. The firm's AUM has grown by 2764% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Biltmore Family Office, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Biltmore Family Office is high net worth individuals with 40 clients and $1.57 billion of assets under management. Among the 7 most similar advisory firms, Biltmore Family Office has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.57 billion for 52 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Biltmore Family Office doesn't advise any private funds.
The company employs 13 people that are either part- or full-time employees. 69 percent of the employees work as investment advisers or researchers. 9 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Mark Ervin Roberts has served as the Chief Investment Officer since 1 Mar 2013. Inc. Chac joined the executive team most recently as the Member.
The principal office where Biltmore Family Office, LLC performs its advisory services is located at 6836 Morrison Boulevard, Charlotte, NC 28211, which is also the mailing address of the firm. An additional office of the firm is in Orlando, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 704-248-5230 or by fax 704-248-5229. The normal business hours are 9:00 am t0 5:00 pm on Monday - Friday. You can find more information about the New York firm at biltmorefamilyoffice.com.