BILTMORE FAMILY OFFICE, LLC
C43
CRD 167174·SEC 801-78011·CHARLOTTE, NC
AUM
$3.47B
$1B+
Est. Revenue
$34.7M
@ 1% on AUM
Est. EBITDA
$10.4M
@ 30% margin
Est. Deal Value
$83.2M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $1.58B
'21 · $1.29B
'22 · $1.71B
'23 · $2.56B
'25 · $3.16B
'26 · $3.47B
'20'26
$1.58B → $3.47B▲ +119%
Operations
Advisory staff (5-yr trend)
'20 · 9 advisors
'21 · 9 advisors
'22 · 9 advisors
'23 · 15 advisors
'25 · 6 advisors
'26 · 9 advisors
'20'26
9 advisors → 9 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (16)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
500 EAST BOULEVARDCHARLOTTE, NC 28203
Business
500 EAST BOULEVARDCHARLOTTE, NC 28203
Edgar Recent Filings
13F-HR2026-05-11 · 0001398344-26-008905
13F-HR2026-02-04 · 0001398344-26-002220