BILTMORE FAMILY OFFICE, LLC
CRD #167174 SEC #801-78011 CHARLOTTE, NC 704-248-5230
SEC Registered
Total AUM
$3.2B
Discretionary
$3.1B
Employees
21
Clients
51
Accounts
951
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $3.2B | $3.1B | $47.7M | 21 | 0 |
| Mar 2024 | $2.9B | $2.6B | $292.8M | 20 | 0 |
| Mar 2023 | $2.3B | $2B | $337.1M | 21 | 0 |
| Mar 2022 | $2.6B | $2.1B | $442M | 21 | 0 |
| Jan 2022 | $1.7B | $1.4B | $335.2M | 15 | 0 |
| Aug 2021 | $1.7B | $1.4B | $335.2M | 15 | 0 |
| Apr 2021 | $1.7B | $1.4B | $335.2M | 15 | 0 |
| Mar 2021 | $1.7B | $1.4B | $335.2M | 15 | 0 |
| Jun 2020 | $1.3B | $928.9M | $365M | 15 | 55 |
| Apr 2020 | $1.3B | $928.9M | $365M | 15 | 55 |
| Mar 2020 | $1.3B | $928.9M | $365M | 15 | 55 |
| Mar 2019 | $1.6B | $887.6M | $696.9M | 13 | 0 |
| Mar 2018 | $1.3B | $653.6M | $609.7M | 13 | 0 |
| Sep 2017 | $1.4B | $830.4M | $560.5M | 13 | 26 |
| Mar 2017 | $1.4B | $830.4M | $560.5M | 13 | 26 |
| Jan 2017 | $1.6B | $463.9M | $1.1B | 13 | 26 |
| May 2016 | $1.6B | $463.9M | $1.1B | 13 | 26 |
| Apr 2016 | $1.6B | $463.9M | $1.1B | 13 | 26 |
| Mar 2016 | $1.6B | $463.9M | $1.1B | 13 | 26 |
| Dec 2015 | $1.5B | $489.3M | $1B | 9 | 26 |
| Nov 2015 | $1.5B | $489.3M | $1B | 9 | 26 |
| Oct 2015 | $1.5B | $489.3M | $1B | 9 | 26 |
| Jun 2015 | $1.5B | $489.3M | $1B | 9 | 26 |
| Mar 2015 | $1.5B | $489.3M | $1B | 9 | 26 |
| Nov 2014 | $1.1B | $408.9M | $641.6M | 9 | 26 |
| Oct 2014 | $1.1B | $408.9M | $641.6M | 9 | 26 |
| Oct 2014 | $276.1M | $195.6M | $80.5M | 9 | 26 |
| Aug 2014 | $276.1M | $195.6M | $80.5M | 9 | 26 |
| Jul 2014 | $276.1M | $195.6M | $80.5M | 9 | 26 |
| Jun 2014 | $276.1M | $195.6M | $80.5M | 9 | 26 |
| May 2014 | $276.1M | $195.6M | $80.5M | 9 | 26 |
| Mar 2014 | $55.3M | $34.2M | $21.2M | 6 | 11 |
| Dec 2013 | $0 | $0 | $0 | 4 | 0 |
| Jul 2013 | $0 | $0 | $0 | 4 | 0 |
| Apr 2013 | $0 | $0 | $0 | 4 | 0 |
DateMar 2025
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$47.7M
Employees21
Clients0
DateMar 2024
Total AUM$2.9B
Discretionary$2.6B
Non-Disc.$292.8M
Employees20
Clients0
DateMar 2023
Total AUM$2.3B
Discretionary$2B
Non-Disc.$337.1M
Employees21
Clients0
DateMar 2022
Total AUM$2.6B
Discretionary$2.1B
Non-Disc.$442M
Employees21
Clients0
DateJan 2022
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$335.2M
Employees15
Clients0
DateAug 2021
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$335.2M
Employees15
Clients0
DateApr 2021
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$335.2M
Employees15
Clients0
DateMar 2021
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$335.2M
Employees15
Clients0
DateJun 2020
Total AUM$1.3B
Discretionary$928.9M
Non-Disc.$365M
Employees15
Clients55
DateApr 2020
Total AUM$1.3B
Discretionary$928.9M
Non-Disc.$365M
Employees15
Clients55
DateMar 2020
Total AUM$1.3B
Discretionary$928.9M
Non-Disc.$365M
Employees15
Clients55
DateMar 2019
Total AUM$1.6B
Discretionary$887.6M
Non-Disc.$696.9M
Employees13
Clients0
DateMar 2018
Total AUM$1.3B
Discretionary$653.6M
Non-Disc.$609.7M
Employees13
Clients0
DateSep 2017
Total AUM$1.4B
Discretionary$830.4M
Non-Disc.$560.5M
Employees13
Clients26
DateMar 2017
Total AUM$1.4B
Discretionary$830.4M
Non-Disc.$560.5M
Employees13
Clients26
DateJan 2017
Total AUM$1.6B
Discretionary$463.9M
Non-Disc.$1.1B
Employees13
Clients26
DateMay 2016
Total AUM$1.6B
Discretionary$463.9M
Non-Disc.$1.1B
Employees13
Clients26
DateApr 2016
Total AUM$1.6B
Discretionary$463.9M
Non-Disc.$1.1B
Employees13
Clients26
DateMar 2016
Total AUM$1.6B
Discretionary$463.9M
Non-Disc.$1.1B
Employees13
Clients26
DateDec 2015
Total AUM$1.5B
Discretionary$489.3M
Non-Disc.$1B
Employees9
Clients26
DateNov 2015
Total AUM$1.5B
Discretionary$489.3M
Non-Disc.$1B
Employees9
Clients26
DateOct 2015
Total AUM$1.5B
Discretionary$489.3M
Non-Disc.$1B
Employees9
Clients26
DateJun 2015
Total AUM$1.5B
Discretionary$489.3M
Non-Disc.$1B
Employees9
Clients26
DateMar 2015
Total AUM$1.5B
Discretionary$489.3M
Non-Disc.$1B
Employees9
Clients26
DateNov 2014
Total AUM$1.1B
Discretionary$408.9M
Non-Disc.$641.6M
Employees9
Clients26
DateOct 2014
Total AUM$1.1B
Discretionary$408.9M
Non-Disc.$641.6M
Employees9
Clients26
DateOct 2014
Total AUM$276.1M
Discretionary$195.6M
Non-Disc.$80.5M
Employees9
Clients26
DateAug 2014
Total AUM$276.1M
Discretionary$195.6M
Non-Disc.$80.5M
Employees9
Clients26
DateJul 2014
Total AUM$276.1M
Discretionary$195.6M
Non-Disc.$80.5M
Employees9
Clients26
DateJun 2014
Total AUM$276.1M
Discretionary$195.6M
Non-Disc.$80.5M
Employees9
Clients26
DateMay 2014
Total AUM$276.1M
Discretionary$195.6M
Non-Disc.$80.5M
Employees9
Clients26
DateMar 2014
Total AUM$55.3M
Discretionary$34.2M
Non-Disc.$21.2M
Employees6
Clients11
DateDec 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJul 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateApr 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0