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Biltmore Family Office, LLC

● SEC registered since 2013CRD 167174SEC# 801-78011Charlotte, NC
Export (members)
Reg. AUM
$3.16B
Employees
21
Accounts
951
Location
Charlotte, NC

Biltmore Family Office, LLC assets under management

Biltmore Family Office, LLC operates as an SEC-registered investment adviser based in Charlotte, NC. The firm has been registered since 2013. It reports $3.2 billion in regulatory assets under management and employs 21 people.

Biltmore Family Office, LLC owners & executives

9 reported
NameTitleOwnershipSince
Chac, Inc. ControlMember25-50%2017
Christopher Henry Amherst Cecil ControlPresident / Chief Compliance OfficerUnder 5%2013
Farrell 4 Consulting Inc ControlMember10-25%2019
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Frequently asked questions

How much does Biltmore Family Office, LLC manage?

Biltmore Family Office, LLC reports $3.2 billion in regulatory assets under management on its Form ADV.

How many employees does Biltmore Family Office, LLC have?

Biltmore Family Office, LLC reports 21 employees.

Where is Biltmore Family Office, LLC located?

Biltmore Family Office, LLC is based in Charlotte, NC and has been SEC-registered since 2013.

Does Biltmore Family Office, LLC disclose fund performance?

Biltmore Family Office, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address500 East Boulevard, Charlotte, NC 28203
Phone704-248-5230
Fax704-248-5230
Office hours9:00 a.m. T0 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$3.12B
Non-discretionary$47.7M
Total (RAUM)$3.16B