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| Biltmore Wealth Management LLC
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|---|---|
| CRD # | 151365 |
| SEC # | 801-81007 |
| CIK # | 0001598102 |
| AUM | 439.6 M (2026-02-17) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 480-998-1819 |
| Address | 1400 E Southern Avenue Tempe, AZ 85282 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001598102 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 9.1 | ||
| Nvidia Corp | 2.0 | ||
| Apple Inc | 1.5 | ||
| CSX Corp | 1.3 | ||
| Micron Technology Inc | 1.3 | ||
| Eaton Corp Ltd | 1.3 | ||
| Costco Wholesale Corp /NEW | 1.1 | ||
| Amazon Com Inc | 1.0 | ||
| Tesla Motors Inc | 1.0 | ||
| Alphabet Inc | 1.0 | ||
| Ametek INC/ | 1.0 | ||
| Procter & Gamble Co | 0.9 | ||
| Valero Energy Corp/Tx | 0.9 | ||
| Johnson & Johnson | 0.9 | ||
| Albemarle Corp | 0.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 211 | 66.0 |
| (b) Individuals (high net worth individuals) | 96 | 368.6 |
| (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 | 4.6 |
| (h) Charitable organizations | 0 | 0.4 |
| (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 | 639 | 439.6 |
| By Discretionary | ||
| Discretionary | 639 | 439.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 639 | 439.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 439.6 | |
| Total | 639 | 439.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001598102] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Sage Private Wealth Group LLC
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IL | 440.8 M |
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AG Asset Advisory LLC
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Tower Wealth Partners Inc
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Investment Management Consultants
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Burford Brothers Inc
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|
Vantus Wealth LLC
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|
The Moorings Group LLC
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439.6 M | |
|
Branson Fowlkes & Co Inc
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TX | 439.4 M |
|
Osterweis Capital Management Inc
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CA | 439.4 M |
|
FWG Holdings LLC
✚
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FL | 439.1 M |