BILTMORE CAPITAL ADVISORS, LLC
Legal name: BILTMORE CAPITAL ADVISORS
CRD #143965 SEC #801-68057 BOCA RATON, FL 888-391-4563
SEC Registered
Total AUM
$519.4M
Discretionary
$519.4M
Employees
7
Clients
11
Accounts
942
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $644.5M | $644.5M | $0 | 7 | 0 |
| Jan 2022 | $519.4M | $519.4M | $0 | 7 | 0 |
| Sep 2021 | $519.4M | $519.4M | $0 | 7 | 0 |
| Sep 2021 | $519.4M | $519.4M | $0 | 7 | 0 |
| Apr 2021 | $519.4M | $519.4M | $0 | 7 | 0 |
| Mar 2021 | $519.4M | $519.4M | $0 | 7 | 0 |
| Aug 2020 | $437.9M | $437.9M | $0 | 7 | 0 |
| Jul 2020 | $437.9M | $437.9M | $0 | 7 | 0 |
| Jun 2020 | $437.9M | $437.9M | $0 | 7 | 0 |
| Mar 2020 | $437.9M | $437.9M | $0 | 7 | 0 |
| Oct 2019 | $365.3M | $354.4M | $10.9M | 5 | 0 |
| Mar 2019 | $365.3M | $354.4M | $10.9M | 5 | 0 |
| Jan 2019 | $455M | $379M | $76M | 5 | 0 |
| Aug 2018 | $455M | $379M | $76M | 5 | 0 |
| Mar 2018 | $455M | $379M | $76M | 5 | 0 |
| Jan 2018 | $455M | $379M | $76M | 5 | 0 |
| Mar 2017 | $358.8M | $340.9M | $17.9M | 5 | 500 |
| Mar 2017 | $312.8M | $297.8M | $15M | 5 | 500 |
| Mar 2017 | $312.8M | $297.8M | $15M | 5 | 500 |
| Apr 2016 | $312.8M | $297.8M | $15M | 5 | 500 |
| Mar 2016 | $312.8M | $297.8M | $15M | 5 | 500 |
| Aug 2015 | $330.4M | $323.1M | $7.3M | 4 | 500 |
| Mar 2015 | $330.4M | $323.1M | $7.3M | 4 | 500 |
| Mar 2014 | $281.8M | $279.4M | $2.4M | 4 | 500 |
| Mar 2013 | $214.2M | $209.9M | $4.3M | 4 | 500 |
| Mar 2013 | $214.2M | $209.9M | $4.3M | 4 | 500 |
| Nov 2012 | $225.6M | $209.2M | $16.4M | 4 | 500 |
| Aug 2012 | $225.6M | $209.2M | $16.4M | 11 | 500 |
| Apr 2012 | $225.6M | $209.2M | $16.4M | 11 | 500 |
| Apr 2012 | $225.6M | $209.2M | $16.4M | 11 | 500 |
| Mar 2011 | $173.1M | $169.3M | $3.8M | -- | -- |
| Oct 2009 | $101.6M | $95.1M | $6.5M | -- | -- |
| Jul 2009 | $36M | $0 | $36M | 5 | -- |
| Jun 2009 | $36M | $0 | $36M | 5 | -- |
| Mar 2009 | $36M | $0 | $36M | 5 | -- |
| Feb 2009 | $22M | $0 | $22M | 5 | -- |
| Feb 2008 | $22M | $0 | $22M | 5 | -- |
| Nov 2007 | $0 | $0 | $0 | -- | -- |
| Nov 2007 | $0 | $0 | $0 | -- | -- |
| Aug 2007 | $0 | $0 | $0 | -- | -- |
DateMar 2022
Total AUM$644.5M
Discretionary$644.5M
Non-Disc.$0
Employees7
Clients0
DateJan 2022
Total AUM$519.4M
Discretionary$519.4M
Non-Disc.$0
Employees7
Clients0
DateSep 2021
Total AUM$519.4M
Discretionary$519.4M
Non-Disc.$0
Employees7
Clients0
DateSep 2021
Total AUM$519.4M
Discretionary$519.4M
Non-Disc.$0
Employees7
Clients0
DateApr 2021
Total AUM$519.4M
Discretionary$519.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$519.4M
Discretionary$519.4M
Non-Disc.$0
Employees7
Clients0
DateAug 2020
Total AUM$437.9M
Discretionary$437.9M
Non-Disc.$0
Employees7
Clients0
DateJul 2020
Total AUM$437.9M
Discretionary$437.9M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$437.9M
Discretionary$437.9M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$437.9M
Discretionary$437.9M
Non-Disc.$0
Employees7
Clients0
DateOct 2019
Total AUM$365.3M
Discretionary$354.4M
Non-Disc.$10.9M
Employees5
Clients0
DateMar 2019
Total AUM$365.3M
Discretionary$354.4M
Non-Disc.$10.9M
Employees5
Clients0
DateJan 2019
Total AUM$455M
Discretionary$379M
Non-Disc.$76M
Employees5
Clients0
DateAug 2018
Total AUM$455M
Discretionary$379M
Non-Disc.$76M
Employees5
Clients0
DateMar 2018
Total AUM$455M
Discretionary$379M
Non-Disc.$76M
Employees5
Clients0
DateJan 2018
Total AUM$455M
Discretionary$379M
Non-Disc.$76M
Employees5
Clients0
DateMar 2017
Total AUM$358.8M
Discretionary$340.9M
Non-Disc.$17.9M
Employees5
Clients500
DateMar 2017
Total AUM$312.8M
Discretionary$297.8M
Non-Disc.$15M
Employees5
Clients500
DateMar 2017
Total AUM$312.8M
Discretionary$297.8M
Non-Disc.$15M
Employees5
Clients500
DateApr 2016
Total AUM$312.8M
Discretionary$297.8M
Non-Disc.$15M
Employees5
Clients500
DateMar 2016
Total AUM$312.8M
Discretionary$297.8M
Non-Disc.$15M
Employees5
Clients500
DateAug 2015
Total AUM$330.4M
Discretionary$323.1M
Non-Disc.$7.3M
Employees4
Clients500
DateMar 2015
Total AUM$330.4M
Discretionary$323.1M
Non-Disc.$7.3M
Employees4
Clients500
DateMar 2014
Total AUM$281.8M
Discretionary$279.4M
Non-Disc.$2.4M
Employees4
Clients500
DateMar 2013
Total AUM$214.2M
Discretionary$209.9M
Non-Disc.$4.3M
Employees4
Clients500
DateMar 2013
Total AUM$214.2M
Discretionary$209.9M
Non-Disc.$4.3M
Employees4
Clients500
DateNov 2012
Total AUM$225.6M
Discretionary$209.2M
Non-Disc.$16.4M
Employees4
Clients500
DateAug 2012
Total AUM$225.6M
Discretionary$209.2M
Non-Disc.$16.4M
Employees11
Clients500
DateApr 2012
Total AUM$225.6M
Discretionary$209.2M
Non-Disc.$16.4M
Employees11
Clients500
DateApr 2012
Total AUM$225.6M
Discretionary$209.2M
Non-Disc.$16.4M
Employees11
Clients500
DateMar 2011
Total AUM$173.1M
Discretionary$169.3M
Non-Disc.$3.8M
Employees--
Clients--
DateOct 2009
Total AUM$101.6M
Discretionary$95.1M
Non-Disc.$6.5M
Employees--
Clients--
DateJul 2009
Total AUM$36M
Discretionary$0
Non-Disc.$36M
Employees5
Clients--
DateJun 2009
Total AUM$36M
Discretionary$0
Non-Disc.$36M
Employees5
Clients--
DateMar 2009
Total AUM$36M
Discretionary$0
Non-Disc.$36M
Employees5
Clients--
DateFeb 2009
Total AUM$22M
Discretionary$0
Non-Disc.$22M
Employees5
Clients--
DateFeb 2008
Total AUM$22M
Discretionary$0
Non-Disc.$22M
Employees5
Clients--
DateNov 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateNov 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateAug 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--