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| Happy Holidays!! thanks for using AUM13F!! |
| Biltmore Family Office LLC
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| CRD # | 167174 |
| SEC # | 801-78011 |
| CIK # | 0001731123 |
| AUM | $3.2 B (2025-03-28) |
| Employees | 21 (29% Investors, 0% Brokers) |
| Phone | 704-248-5230 |
| Address | 500 East Boulevard Charlotte, NC 28203 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001731123 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 155.2 | ||
| iShares Comex Gold Trust | 43.8 | ||
| Avidxchange Holdings Inc | 29.2 | ||
| Microsoft Corp | 16.0 | ||
| Sprott Physical Gold Trust | 7.5 | ||
| Aon Corp | 5.9 | ||
| AbbVie Inc | 5.9 | ||
| Nvidia Corp | 5.2 | ||
| Fortress Transportation & Infrastructure Investors LLC | 5.1 | ||
| Equifax Inc | 4.6 | ||
| Amazon Com Inc | 4.6 | ||
| Merck & Co Inc | 4.4 | ||
| Automatic Data Processing Inc | 4.3 | ||
| Alphabet Inc | 4.1 | ||
| Abbott Laboratories | 4.0 | ||
| J P Morgan Chase & Co | 4.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 24 | 0.0 |
| (b) Individuals (high net worth individuals) | 58 | 3.1 |
| (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 | 951 | 3.2 |
| By Discretionary | ||
| Discretionary | 915 | 3.1 |
| Non-Discretionary | 36 | 0.0 |
| Total | 951 | 3.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.2 | |
| Total | 951 | 3.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001731123] |
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|---|---|---|
|
Sound Shore Management Inc
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CT | 3.2 |
|
Ulrich Consulting and Investment Group LLC
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|
Pallas Capital Advisors LLC
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Gerber Kawasaki Inc
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BOK Financial Private Wealth Inc
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CO | 3.2 |
|
Lion Street Advisors LLC
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TX | 3.2 |
|
East Capital Financial Services AB
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|
3.2 | |
|
R Squared BM LLC
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|
CA | 3.2 |
|
The Burney Company
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|
VA | 3.1 |
|
Evensky & Katz LLC
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|
FL | 3.1 |