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Biltmore Family Office, LLC
Biltmore Family Office, LLC is an independent wealth advisory firm headquartered in Charlotte, North Carolina. Founded in 2008, Biltmore began serving outside clients as a registered investment adviser in 2013. The firm specializes in comprehensive wealth management and investment advisory services for high-net-worth individuals, families, and their related entities. Biltmore employs about 21 staff as of 2025 and provides its services through customized portfolios, direct investment management, and allocations to third-party managers. The firm is majority-owned by its founder, Chris Cecil, as well as key partners, and operates with a collaborative family office model to align closely with client family needs.
Investment Strategy
Biltmore Family Office pursues a holistic investment approach tailored to the complex needs of high-net-worth families. The firm manages client assets through a combination of internal investment selection, direct portfolio management, allocations to third-party asset managers, and exposure to various private investment vehicles. The focus is on balancing risk and reward with an emphasis on long-term, multi-generational wealth preservation, tax-efficiency, and transparent reporting. Biltmore’s strategy is collaborative, drawing on both internal expertise and the insights of select external managers to craft custom solutions for each family’s objectives.
Latest 13F Filing Activity
Biltmore Family Office, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 281 equity positions with a total 13F market value of $592M. The fund increased holdings in Invesco Exchange Traded FD T, Avidxchange Holdings Inc., Microsoft Corp. among other positions. Biltmore Family Office, LLC reduced exposure to Apple Inc., TJX Cos Inc. New, SPDR S&P 500 Etf TR among others.
Top Holdings
Equity Positions (281)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 26.22% | $155.2M | 756,607 | $125.52 | $205.17 | -$14.4M |
I IAU | ISHARES GOLD TR | 7.40% | $43.8M | 702,089 | $35.04 | $62.36 | +$1.4M |
A AVDX | AVIDXCHANGE HOLDINGS INC | 4.94% | $29.2M | 2,984,149 | $7.40 | $9.79 | +$3.9M |
R RSP | INVESCO EXCHANGE TRADED FD T | 2.86% | $16.9M | 93,084 | $177.12 | $181.74 | +$5.3M |
M MSFT | MICROSOFT CORP | 2.71% | $16.0M | 32,206 | $246.38 | $497.41 | +$2.8M |
Industry Allocation
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