Biltmore Family Office is an investment advisor in Charlotte with $2.56 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
462112854
SEC advisor number
801-78011
FINRA CRD number
167174
AUM ?
$2.89 bn
(as of 29 Mar 24)
Accounts
981
(as of 29 Mar 24)
Employees
20
(14 investment advisory or research)
Address
Biltmore Family Office
6836 MORRISON BLVD, STE 100
CHARLOTTE
NC 28211
6836 MORRISON BLVD, STE 100
CHARLOTTE
NC 28211
Phone
704-272-4698
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
4 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21