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|
| Keyboard |
| BT Family Office LLC
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|---|---|
| CRD # | 305713 |
| SEC # | 801-118235 |
| CIK # | |
| AUM | 3,996.5 M (2026-03-19) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 404-341-5800 |
| Address | 3300 Riverwood Parkway Atlanta, GA 30339 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 10 | 4.0 |
| (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 | 0 | 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 | 10 | 4.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 10 | 4.0 |
| Total | 10 | 4.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.0 | |
| Total | 10 | 4.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Boston Common Asset Management LLC
✚
|
MA | 4,171.1 M |
|
The Retirement Planning Group LLC
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|
KS | 4,164.8 M |
|
Aprio Wealth Management LLC
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|
GA | 4,154.8 M |
|
NWAM LLC
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|
WA | 4,131.7 M |
|
Corecap Advisors LLC
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MI | 3,986.6 M |
|
Team Hewins LLC
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CA | 3,966.1 M |
|
Financial Integrity Advisors LLC
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|
PA | 3,963.4 M |
|
IMA Advisory Services Inc
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|
CO | 3,904.8 M |
|
AssuredPartners Investment Advisors LLC
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|
FL | 3,878.8 M |
|
Voya Financial Advisors Inc
✚
|
CT | 3,870.7 M |