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| Biltmore Family Office LLC
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|---|---|
| CRD # | 167174 |
| SEC # | 801-78011 |
| CIK # | 0001731123 |
| AUM | $2.3 BB (2023-03-30) |
| Employees | 21 (76% Investors, 0% Brokers) |
| Phone | 704-248-5230 |
| Address | 500 East Boulevard Charlotte, NC 28203 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001731123 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Apple Inc | 2,382,844.0 | 149.8 | |
| Avidxchange Holdings Inc | 1,313.3 | 30.7 | |
| iShares Comex Gold Trust | 26.3 | ||
| Microsoft Corp | 1,918,222.4 | 9.2 | |
| Aon Corp | 56,421.9 | 5.8 | |
| Merck & Co Inc | 232,371.9 | 5.7 | |
| AbbVie Inc | 269,466.6 | 4.8 | |
| PepsiCo Inc | 226,773.9 | 4.6 | |
| Equifax Inc | 21,955.5 | 3.8 | |
| Procter & Gamble Co | 338,108.9 | 3.5 | |
| Abbott Laboratories | 187,298.3 | 3.4 | |
| Sprott Physical Gold Trust | 3.3 | ||
| Alphabet Inc | 1,475,138.5 | 2.9 | |
| Automatic Data Processing Inc | 89,423.0 | 2.9 | |
| Intuit Inc | 108,963.5 | 2.7 | |
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| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 0.0 |
| (b) Individuals (high net worth individuals) | 71 | 2.3 |
| (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 | 959 | 2.3 |
| By Discretionary | ||
| Discretionary | 806 | 2.0 |
| Non-Discretionary | 153 | 0.3 |
| Total | 959 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.3 | |
| Total | 959 | 2.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001731123] |
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|---|---|---|
|
New England Private Wealth Advisors LLC
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|
MA | 2.4 |
|
Wellspring Financial Advisors LLC
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|
OH | 2.3 |
|
Southern Wealth Management LLP
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TX | 2.3 |
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Larson Financial Group LLC
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MO | 2.3 |
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Steele Capital Management Inc
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IA | 2.3 |
|
Cincinnati Asset Management Inc
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OH | 2.3 |
|
North Star Asset Management Inc
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WI | 2.3 |
|
Advisor Resource Council
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TX | 2.3 |
|
Resource Consulting Group Inc
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|
FL | 2.3 |
|
Advus Financial Partners LLC
✚
|
FL | 2.3 |