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BILTMORE FAMILY OFFICE, LLC

CHARLOTTE, NC · CRD 167174 · IAPD ↗ · biltmorefamilyoffice.com · 704-248-5230

$3.47BRegulatory AUM
9Advisory reps
24Employees
1Clients
51-100Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2026 — BILTMORE FAMILY OFFICE, LLC notice-filed in GA, LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
April 2026 — BILTMORE FAMILY OFFICE, LLC grew from 6 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — BILTMORE FAMILY OFFICE, LLC shrank from 14 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
47
April 2024 — BILTMORE FAMILY OFFICE, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.