Biltmore Family Office, LLC, a local investment advisory firm based out of Charlotte, NC, has established itself as a trusted partner for high net worth individuals seeking comprehensive wealth management solutions. With over $2,322,650,000 in assets under management (AUM) and a diverse clientele of more than 10 individual clients, Biltmore Family Office provides personalized financial guidance tailored to meet the unique needs and objectives of each client.
Operating from two offices, the firm boasts a team of 21 dedicated professionals, 16 of whom are highly skilled investment advisors. These advisors leverage their expertise a...
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Assets Under Mgmt
$2.32B
Investment Professionals
16
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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