Biltmore Capital Advisors
Biltmore Capital Advisors is a privately held, for-profit financial planning and wealth management advisory firm founded in 2007 and headquartered in Princeton, New Jersey, operating with 1-10 employees and serving individual and small-scale wealth management clients.
- Company typePrivate
- Founded2007
- HeadquartersPrinceton, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
Biltmore Capital Advisors firmographics
Firmographics- Name
- Biltmore Capital Advisors
- Legal name
- Biltmore Capital Advisors
- Website
- https://biltmorecap.com
- Company type
- Private
- Founded year
- 2007
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Biltmore Capital Advisors is a privately held, for-profit financial planning and wealth management advisory firm founded in 2007 and headquartered in Princeton, New Jersey, operating with 1-10 employees and serving individual and small-scale wealth management clients.
- Ownership category
- akta.pro rank
Biltmore Capital Advisors industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)
Keywords
Where Biltmore Capital Advisors is headquartered
LocationHeadquarters
- HQ city
- Princeton
- HQ country
- United States
- HQ region
- North America
Markets served
Biltmore Capital Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
Biltmore Capital Advisors product offering
Product offeringCore offering
Biltmore Capital Advisors provides financial planning and wealth management services. The firm is based in Princeton, New Jersey and was founded in 2007, operating with a small team of 1–10 employees serving individual clients with personalized financial advisory offerings.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Services
Companies that use Biltmore Capital Advisors
Customer profileIdeal customer profiles1 record
Biltmore Capital Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Biltmore Capital Advisors competitors and assessment
Company assessmentBroad incumbents
- Focus Financial Partners: Consolidator of independent RIAs and wealth management firms — directly comparable business model and a likely roll-up counterparty for a small advisory firm like Biltmore.
- Cetera Financial Group: Network of independent financial advisors delivering wealth management and financial planning services. Comparable business model to Biltmore's independent wealth advisory practice.
- SEI Investments: Provider of investment advisory and wealth management solutions to advisors, families, and institutions. Overlaps with Biltmore's wealth management orientation, though SEI serves primarily as a platform for advisory firms.
- Commonwealth Financial Network: Independent broker-dealer and RIA supporting financial advisors offering wealth management and planning services. Shares the small-firm / advisor-led operating archetype with Biltmore.
- LPL Financial: Largest independent broker-dealer supporting thousands of financial advisors offering wealth management and financial planning services. Highly comparable to a small independent advisory firm in product and service mix.
- Edelman Financial Engines: Large national RIA offering financial planning and wealth management to individuals and HNW clients. Comparable service mix to Biltmore's stated offering, scaled nationally.
- Brown Brothers Harriman & Co. Private, long-standing financial services firm offering wealth management and trust/advisory services — comparable longevity profile to Biltmore (founded 1818 vs. Biltmore's 2007) and serves a similar HNW clientele.
- Mariner Wealth Advisors: Large independent RIA providing wealth management, financial planning, and advisory services to HNW individuals and families — comparable operating model to Biltmore Capital Advisors' stated wealth management focus, but at significantly greater scale.
- Wealth Enhancement Group: Independent wealth management firm offering financial planning and investment advisory to individuals and small institutions. Direct overlap with Biltmore's wealth management and financial planning offering.
Direct peers
- Fiducient Advisors: Independent RIA providing investment advisory and wealth management consulting — closest comparability in size and orientation to a small, privately-held wealth advisory practice like Biltmore.
Market position
Customer concentration
Biltmore Capital Advisors social profiles
Digital presenceBiltmore Capital Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Biltmore Capital Advisors leadership team
Management profileNumber of profiles
Biltmore Capital Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Biltmore Capital Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Biltmore Capital Advisors
What does Biltmore Capital Advisors do?
Biltmore Capital Advisors provides financial planning and wealth management services. The firm is based in Princeton, New Jersey and was founded in 2007, operating with a small team of 1–10 employees serving individual clients with personalized financial advisory offerings.
Is Biltmore Capital Advisors a public or private company?
Biltmore Capital Advisors is a private company. It is classified as unknown and is currently operating.
When was Biltmore Capital Advisors founded?
Biltmore Capital Advisors was founded in 2007. It employs 1 to 10 people.
Where is Biltmore Capital Advisors based?
Biltmore Capital Advisors is headquartered in Princeton, United States, in the North America region.
Who are Biltmore Capital Advisors's main competitors?
Broad incumbents on record are Focus Financial Partners, Cetera Financial Group, SEI Investments, Commonwealth Financial Network, LPL Financial, Edelman Financial Engines, Brown Brothers Harriman & Co., Mariner Wealth Advisors and Wealth Enhancement Group. Fiducient Advisors is listed as a direct peer.
Does Biltmore Capital Advisors have an API?
No public API is recorded for Biltmore Capital Advisors.
What industry is Biltmore Capital Advisors in?
Biltmore Capital Advisors's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAG, Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions). Its NAICS code is 523940 and its SIC code is 6282.