BT FAMILY OFFICE, LLC
CRD #305713 SEC #801-118235 ATLANTA, GA 404-341-5800
SEC Registered
Total AUM
$3B
Discretionary
$0
Employees
5
Clients
0
Accounts
231
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $3B | $0 | $3B | 5 | 0 |
| Jul 2024 | $2.7B | $0 | $2.7B | 4 | 0 |
| Apr 2024 | $2.7B | $0 | $2.7B | 4 | 0 |
| Mar 2024 | $2.7B | $0 | $2.7B | 4 | 0 |
| Oct 2023 | $2B | $0 | $2B | 4 | 0 |
| Mar 2023 | $2B | $0 | $2B | 4 | 0 |
| Mar 2022 | $1.7B | $0 | $1.7B | 3 | 2 |
| Feb 2022 | $1.3B | $0 | $1.3B | 3 | 0 |
| Sep 2021 | $1.3B | $0 | $1.3B | 3 | 0 |
| Mar 2021 | $1.3B | $0 | $1.3B | 3 | 0 |
| Jul 2020 | $278M | $0 | $278M | 3 | 0 |
| Jul 2020 | $278M | $0 | $278M | 3 | 0 |
| Jun 2020 | $0 | $0 | $0 | 3 | 0 |
| Feb 2020 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$3B
Discretionary$0
Non-Disc.$3B
Employees5
Clients0
DateJul 2024
Total AUM$2.7B
Discretionary$0
Non-Disc.$2.7B
Employees4
Clients0
DateApr 2024
Total AUM$2.7B
Discretionary$0
Non-Disc.$2.7B
Employees4
Clients0
DateMar 2024
Total AUM$2.7B
Discretionary$0
Non-Disc.$2.7B
Employees4
Clients0
DateOct 2023
Total AUM$2B
Discretionary$0
Non-Disc.$2B
Employees4
Clients0
DateMar 2023
Total AUM$2B
Discretionary$0
Non-Disc.$2B
Employees4
Clients0
DateMar 2022
Total AUM$1.7B
Discretionary$0
Non-Disc.$1.7B
Employees3
Clients2
DateFeb 2022
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees3
Clients0
DateSep 2021
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees3
Clients0
DateMar 2021
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees3
Clients0
DateJul 2020
Total AUM$278M
Discretionary$0
Non-Disc.$278M
Employees3
Clients0
DateJul 2020
Total AUM$278M
Discretionary$0
Non-Disc.$278M
Employees3
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0