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| Biltmore Family Office LLC
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|---|---|
| CRD # | 167174 |
| SEC # | 801-78011 |
| CIK # | 0001731123 |
| AUM | 3,467.1 M (2026-03-23) |
| Employees | 24 (38% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 704-248-5230 |
| Address | 500 East Boulevard Charlotte, NC 28203 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 174.6 | ||
| iShares Comex Gold Trust | 58.4 | ||
| Microsoft Corp | 12.7 | ||
| Sprott Physical Gold Trust | 9.7 | ||
| AbbVie Inc | 8.1 | ||
| Merck & Co Inc | 7.3 | ||
| Facebook Inc | 7.3 | ||
| Goldman Sachs Group Inc | 7.2 | ||
| Alphabet Inc | 7.1 | ||
| Bank of America Corp /DE/ | 6.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 14 | 0.0 |
| (b) Individuals (high net worth individuals) | 71 | 3.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 86 | 3.5 |
| By Discretionary | ||
| Discretionary | 85 | 3.4 |
| Non-Discretionary | 1 | 0.0 |
| Total | 86 | 3.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.5 | |
| Total | 86 | 3.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001731123] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 1 |
| Serves | Institutional, Retail |
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