Overview
Assets Under Management: $455 million
Headquarters: BOCA RATON, FL
High-Net-Worth Clients: 171
Average Client Assets: $2.6 million
Frequently Asked Questions
BILTMORE CAPITAL ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #143965), BILTMORE CAPITAL ADVISORS is subject to fiduciary duty under federal law.
BILTMORE CAPITAL ADVISORS is headquartered in BOCA RATON, FL.
BILTMORE CAPITAL ADVISORS serves 171 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, BILTMORE CAPITAL ADVISORS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
BILTMORE CAPITAL ADVISORS manages $455 million in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, BILTMORE CAPITAL ADVISORS serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 171
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.02%
Average Client Assets: $2.6 million
Total Client Accounts: 772
Discretionary Accounts: 754
Non-Discretionary Accounts: 18
Regulatory Filings
CRD Number: 143965
Filing ID: 1191783
Last Filing Date: 2018-03-29 12:02:00