Family office profile

B••••••• F••••• O•••••• L••

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Charlotte, NCMulti-family officeidentity confidence 90%Top 500 by research priorityb•••••••••.com

Why this class: Charlotte wealth advisory firm that says some call it a m••••••••• o••••• serving families with generational wealth..

Verified Sep 13, 2026 (8 days ago)
Last observed Sep 21, 2026 · 103 observations · 5 sources
26 people · 0 investments · 325 public positions · 40 events
Direct investing
15
moderate

Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: external managers, private markets, sponsor-friendly, real estate, co-investment.

Overview
show
Profile completeness 59% (high value, high value deep; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Multi-family office
Description
••• Locked
Headquarters
Charlotte, NC
Office address
••• Locked
Business phone
••• Locked
Website
b•••••••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $716M. Regulatory AUM $3.5B. These are different facts and are never added together.
Regulatory AUM (Form ADV)
$3.5B as of Mar 23, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration
RIA since May 1, 2013 · 24 employeesFact
Client mix (Form ADV 5.D)
Individuals: 14 ($5.1M); Charitable organizations: 1 ($49.4M); High net worth individuals: 71 ($3.4B)Fact
Form 13F
$716M across 325 positions, quarter ended Mar 31, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 13, 2026Multi-family office 90%Charlotte wealth advisory firm that says some call it a m••••••••• o••••• serving families with generational wealth.Factverifiedb•••••••••.com“••• Locked”
  • Sep 12, 2026Multi-family office 75%registered adviser named as a family office serving many clients: a m••••••••• o••••• by constructionInference
  • Sep 12, 2026Multi-family office 70%registered adviser named as a family office serving many clients: a m••••••••• o••••• by constructionInference
Family and wealth origin
show
Family served
unknown
Source of wealth
unknown
Operating company origin
unknown

Not on the record yet. Family and wealth-origin claims are written only from cited public sources.

Team
26 peopleshow
PersonTitleResponsibilityBusiness contactSource
D••• R•••••• M••• C••Portfolio ManagerDirect investments · investment decisions
email: d•••@b•••••••••.com (verified by provider, Sep 12, 2026)
F•••• S••••••••• M••Senior Portfolio ManagerDirect investments · investment decisionsnone on record
K••••• H•••••• J•••••Portfolio ManagerDirect investments · investment decisions
email: k•••••@b•••••••••.com (verified by provider, Sep 12, 2026)
R••• G•••••••Partner & Head of InvestmentsDirect investments · investment decisions
email: r•••@b•••••••••.com (verified by provider, Sep 12, 2026)
W••• E••••Portfolio ManagerDirect investments · investment decisions
email: w•••@b•••••••••.com (verified by provider, Sep 12, 2026)
C•••• C••••Partner & CEOLeadership
email: c••••@b•••••••••.com (verified by provider, Sep 12, 2026)
C••••••••• H• A• C••••President/Chief Compliance OfficerLeadership
email: c••••@b•••••••••.com (verified by provider, Sep 12, 2026)
phone: 704-412-4246 (published by the subject, May 11, 2026)
sec.gov Fact
C••••••••• H•••• A•••••• C••••President / Chief Compliance OfficerLeadership
email: c••••@b•••••••••.com (verified by provider, Sep 12, 2026)
M••••••• S••• C••Chief Morale OfficerLeadership
email: m•••••••@b•••••••••.com (verified by provider, Sep 12, 2026)
M••• F••••••PartnerLeadership
email: m•••@b•••••••••.com (verified by provider, Sep 12, 2026)
N•••• G•••• C••Partner & Head of PlanningLeadership
email: n••••@b•••••••••.com (verified by provider, Sep 12, 2026)
H••••••• F••••Research AnalystOperations and financenone on record
J••• G••••••Research AnalystOperations and financenone on record
K•••• W•••••••Head of OperationsOperations and finance
direct investments · technology, education · Florida, North Carolina (from the bio)
none on record
P•••• H•••••Research AnalystOperations and financenone on record
A•••••• M•••••••••Wealth AdvisorOthernone on record
B•••• M••••••••Client Service AssociateOthernone on record
C•••• K•••••••Client Service AssociateOthernone on record
C•••• P••••••Wealth AdvisorOthernone on record
C•••••••• S•••Client Service AssociateOthernone on record
C••••• M•••••Client Service AssociateOthernone on record
G•••••••• N••••••••Client Service AssociateOthernone on record
J••••••• M•••••Wealth AdvisorOthernone on record
K••••• H•••Head of Estate PlanningOthernone on record
M••• G••••••Head of ResearchOthernone on record
M••• G•••••• M••• C•••Head of ResearchOthernone on record
Office contact points
Business phone: 704-248-5230 (published by the subject) b•••••••••.com
Office address: ••• Locked (published by the subject) sec.gov
W••••••: b•••••••••.com (published by the subject) b•••••••••.com
Investment mandate
show

••• Locked

Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Public equity book
$716M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
Direct investment team
5 Inference
named professionals with this responsibility
Invests directly
unknown
Allocates to managers
unknown
Asset classes
unknown
Sectors
unknown
Geography
unknown
Check size
unknown
Direct investments
show
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationships
show
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
40 positionsshow
Form 13F holdings

Top 40 positions of 325 for the quarter ended Mar 31, 2026; $521M shown of $716M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
A•••• I••COM$175M687,93224.4%
I•••••• G••• T•I•••••• NEW$58.4M662,0258.2%
I•••••• E••••••• T••••• F• T•S&P500 EQL WGT$26.2M136,5773.7%
S•••• S•• S••• S•• 5•• E•• T•TR UNIT$17.4M26,6202.4%
V••••••• I•••• F••LARGE CAP ETF$14.1M47,0742.0%
E••••••• T••••• C••••••• T••ROBO GLB ETF$13.9M202,9511.9%
M•••••••• C•••COM$12.7M34,2581.8%
B•••••••• H••••••• I•• D••CL B NEW$11.1M23,1471.6%
B•••• E•• T•FINANCIALS ETF$10.7M511,6521.5%
S••••• A•••• M••••••••• L•PHYSICAL G••• TR$9.7M274,9901.4%
F•••• T• E••••••• T••••• F•NASDQ ARTFCIAL$9.6M207,5291.3%
A••••• I••COM$8.1M37,2841.1%
M•••• • C• I••COM$7.3M60,4411.0%
M••• P•••••••• I••CL A$7.3M12,7741.0%
V••••••• W•••••••• F••HIGH DIV YLD$7.2M48,4461.0%
G•••••• S•••• G•••• I••COM$7.2M8,4711.0%
A••••••• I••CAP STK CL A$7.1M24,5351.0%
B••• A•••••• C•••COM$6.9M141,5251.0%
V••••• A••••••• T•REGAN FLTG RATE$6.7M264,1270.9%
A••••••• I••CAP STK CL C$6.7M23,1900.9%
G••••• X• F••CYBRSCURTY ETF$6.1M241,2430.8%
I•••••• T•1 3 YR TREAS BD$6.0M72,8230.8%
I•••••• T•NATIONAL MUN ETF$5.9M55,8470.8%
N••••• C•••••••••COM$5.9M33,6780.8%
V••••••• I•••• F••REAL ESTATE ETF$5.8M65,1000.8%
V••••••• I•••• F••S&P 500 ETF SHS$5.7M9,5770.8%
J••••••• C•••• • C•COM$5.4M18,3410.8%
F••• A••••••• L••SHS$5.2M21,3270.7%
J•••••• • J••••••COM$5.2M21,1760.7%
I•••••• T•CORE S&P SCP ETF$5.1M40,9290.7%
V••••••• I•••• F••TOTAL STK MKT$4.6M14,4350.6%
E•• L•••• • C•COM$4.5M4,9060.6%
D••• T••••••••• I••CL C$4.5M27,3660.6%
E•••• M•••• C•••COM$4.4M26,0500.6%
C••••••••• I••COM$4.2M5,9860.6%
E•••••• I••COM$4.2M23,4820.6%
V••• I••COM CL A$4.2M13,8520.6%
P•••••• I••COM$4.0M26,0080.6%
A••••• C•• I••COM$4.0M19,2160.6%
P•••••• • G••••• C•COM$3.8M26,0950.5%
Changes between the last two quarters
  • Mar 31, 2026 B••••••• F••••• O•••••• L•• increased B•••••••• H••••••• I•• D•• 18,385 -> 23,147 shares ($9,241,095 -> $11,091,928) sec.gov
  • Mar 31, 2026 B••••••• F••••• O•••••• L•• increased I•••••• T• 30,781 -> 40,929 shares ($3,699,259 -> $5,087,907) sec.gov
  • Mar 31, 2026 B••••••• F••••• O•••••• L•• increased I•••••• T• 35,944 -> 48,344 shares ($2,372,337 -> $3,264,704) sec.gov
  • Mar 31, 2026 B••••••• F••••• O•••••• L•• increased Ishares Silver Tr 26,000 -> 52,000 shares ($1,674,920 -> $3,543,280) sec.gov
  • Mar 31, 2026 B••••••• F••••• O•••••• L•• reduced F••• A••••••• L•• 39,587 -> 21,327 shares ($7,792,647 -> $5,225,017) sec.gov
  • Mar 31, 2026 B••••••• F••••• O•••••• L•• reduced Intuit 4,413 -> 1,584 shares ($2,923,259 -> $684,890) sec.gov
  • Mar 31, 2026 B••••••• F••••• O•••••• L•• increased I•••••• E••••••• T••••• F• T• 13,977 -> 27,111 shares ($1,431,524 -> $2,802,464) sec.gov
  • Mar 31, 2026 B••••••• F••••• O•••••• L•• reduced AON Plc 16,562 -> 4,242 shares ($5,844,399 -> $1,369,233) sec.gov
  • Mar 31, 2026 B••••••• F••••• O•••••• L•• reduced World Gold Tr 23,626 -> 13,626 shares ($2,016,952 -> $1,262,994) sec.gov
  • Dec 31, 2025 B••••••• F••••• O•••••• L•• increased V••••••• I•••• F•• 48,972 -> 62,883 shares ($4,476,992 -> $5,564,543) sec.gov
  • Dec 31, 2025 B••••••• F••••• O•••••• L•• opened a $13,696,280 position in B•••• E•• T• (550,113 shares) sec.gov
  • Dec 31, 2025 B••••••• F••••• O•••••• L•• exited Avidxchange Holdings Inc (was $29,692,278, 2,984,149 shares) sec.gov
  • Dec 31, 2025 B••••••• F••••• O•••••• L•• increased V••••••• I•••• F•• 13,367 -> 18,074 shares ($4,398,775 -> $6,059,651) sec.gov
  • Sep 30, 2025 B••••••• F••••• O•••••• L•• opened a $3,813,626 position in D••• T••••••••• I•• (26,900 shares) sec.gov
  • Sep 30, 2025 B••••••• F••••• O•••••• L•• increased V••• I•• 6,259 -> 13,670 shares ($2,222,108 -> $4,666,520) sec.gov
  • Sep 30, 2025 B••••••• F••••• O•••••• L•• increased TJX Cos Inc New 2,179 -> 17,673 shares ($269,085 -> $2,554,455) sec.gov
  • Sep 30, 2025 B••••••• F••••• O•••••• L•• increased E•••••• I•• 17,676 -> 23,426 shares ($4,584,624 -> $6,009,472) sec.gov
  • Sep 30, 2025 B••••••• F••••• O•••••• L•• increased B••• A•••••• C••• 39,748 -> 139,403 shares ($1,880,870 -> $7,191,795) sec.gov
  • Sep 30, 2025 B••••••• F••••• O•••••• L•• increased Home Depot Inc 4,580 -> 8,049 shares ($1,679,211 -> $3,261,374) sec.gov
  • Sep 30, 2025 B••••••• F••••• O•••••• L•• increased Spdr S&p 500 Etf Tr 19,297 -> 24,540 shares ($11,956,628 -> $16,392,753) sec.gov
  • Sep 30, 2025 B••••••• F••••• O•••••• L•• increased M••• P•••••••• I•• 3,321 -> 11,537 shares ($2,451,033 -> $8,472,379) sec.gov
  • Sep 30, 2025 B••••••• F••••• O•••••• L•• opened a $2,266,256 position in Apollo Global Mgmt Inc (17,005 shares) sec.gov
  • Sep 30, 2025 B••••••• F••••• O•••••• L•• increased G•••••• S•••• G•••• I•• 1,436 -> 9,724 shares ($1,016,329 -> $7,743,707) sec.gov
  • Jun 30, 2025 B••••••• F••••• O•••••• L•• reduced Home Depot Inc 8,048 -> 4,580 shares ($2,949,512 -> $1,679,211) sec.gov
  • Jun 30, 2025 B••••••• F••••• O•••••• L•• increased I•••••• E••••••• T••••• F• T• 66,933 -> 93,084 shares ($11,594,821 -> $16,917,134) sec.gov
Real estate
show
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors
show
No co-investor on the record.
Independent sponsor relationships
show
No cited relationship to an independent sponsor.
Related entities
4show
Signals and timeline
3show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 3 events. 13F position changes are under Public stakes and holdings.

  • Sep 13, 2026Classification changedB••••••• F••••• O•••••• L••: CONFIRMED_MFO -> CONFIRMED_MFO (Charlotte wealth advisory firm that says some call it a m••••••••• o••••• serving families with generational wealth.)c•••••••••Factb•••••••••.com
  • Sep 11, 2026Classification changedB••••••• F••••• O•••••• L••: CONFIRMED_MFO -> CONFIRMED_MFO (registered adviser named as a family office serving many clients: a m••••••••• o••••• by construction)c•••••••••Inferenceno URL
  • Sep 11, 2026Office discoveredB••••••• F••••• O•••••• L•• found on the SEC adviser roster (name)DiscoveryInferenceadviserinfo.sec.gov
Sources and evidence
103show

Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 103 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
+30 v••••••• b••••••• e••••• (10)
+20 v••••••• b••••••• p••••• (2)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (5 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (5 sources)
+30 a•••••••••
Research priority
+18 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($3,467,117,434)
+8 m••••••••• o•••••
+0 r••• (386)
Mandate confidence
no components; scored 0
Identity confidence
+90 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
no components; scored 0
Private markets propensity
no components; scored 0
Current activity confidence
+25 f•••• a• 1•• f•• a• r••••• q•••••• ••• e••••• o•••••••• n•• d•••••••••
+25 a• s••••••••• f••• w••••• 1• m••••• (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
+15 d••••• i••••••••• p••••••••• o• s••••
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
Form ADV firm typeRIAMar 23, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalnameMar 23, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalname,services_d•••••••••Mar 23, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Latest Form ADV filing2026-03-23Mar 23, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)B••••••• F••••• O•••••• L••Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)B••••••• F••••• O•••••• L••Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)B••••••• F••••• O•••••• L••Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)B••••••• F••••• O•••••• L••Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other services (Form ADV)FAMILY OFFICE SERVICESMar 23, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Advisory services (Form ADV 5.G)financial_planning,portfolio_management_individuals,portfolio_management_businesses_institutions,selection_of_other_advisers,otherMar 23, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV statusApprovedMar 23, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
SEC status effective2013-05-01Mar 23, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Bios readbio-fo-1Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Branch offices8Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices8Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices8Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices8Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Business phone••• LockedMar 23, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
High net worth clients71Mar 23, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Client mix (Form ADV 5.D){"individuals":{"clients":14,"raum_usd":5082973,"fewer_than_5":false},"charitable_organizations":{"clients":1,"raum_usd":49407904,"fewer_than_5":false},"high_neMar 23, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Description••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Description••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Edgar entity typeotherSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Edgar forms13F-HR,N-PXSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Employees24Mar 23, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Filing address••• LockedMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-03-31Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-12-31Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-09-30Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-06-30Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-03-31Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-12-31Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions325Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions331Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions288Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions281Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions269Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions264Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$716MMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$724MDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$703MSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$592MJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$587MMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$595MDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersCharlotte, NCMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersCharlotte, NCMar 23, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HeadquartersCharlotte, NCDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersCharlotte, NCSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersCharlotte, NCJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersCharlotte, NCMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersCharlotte, NCDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Legal formLimited Liability CompanyMar 23, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
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“••• Locked”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) b•••••••••.comFact
Private funds advised0Mar 23, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
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Schedule a rows5Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.govFact
Team page urlhttps://b•••••••••.com/Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
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Team page urlhttps://b•••••••••.com/Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Team page urlhttps://b•••••••••.com/Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Websiteb•••••••••.com
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Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) b•••••••••.comFact
Websiteb•••••••••.comMar 23, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Website readsite-fo-3Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
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Website titleWealth Advisory Firm | B••••••• F••••• O•••••Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
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