Monday, June 1, 2026

Family Office Real Estate Daily · Family Office Directory

North Carolina Family Offices

16
Firms
$1.25T
Total tracked AUM
$1.24T
Largest single firm
15 / 1
Multi / Single

Largest by reported AUM in North Carolina: Captrust.

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FirmAUMContactSite
Captrust
Multi-Family Office · Raleigh
$1.24T Email + phone
Biltmore Family Office, LLC
Multi-Family Office · Charlotte
$3.5B Phonevisit
New Republic Partners
Multi-Family Office · Charlotte
$3.0B Email + phonevisit
Eton Advisors
Multi-Family Office · Chapel Hill
$1.9B Email + phonevisit
Delegate Advisors, LLC
Multi-Family Office · Chapel Hill
$1.7B Phonevisit
Topsail Wealth Management LLC
Multi-Family Office · Charlotte
$1.3B Phonevisit
Founders Financial Alliance, LLC
Multi-Family Office · Raleigh
$1.2B Email + phonevisit
Safe Harbor Family Capital, LLC
Multi-Family Office · Chapel Hill
$614M Phone
Piedmont Capital Management, LLC
Multi-Family Office · Greenboro
$496M Email + phonevisit
Timonier
Multi-Family Office · Winston Salem
$450M Email + phonevisit
Crown Wealth Group LLC
Multi-Family Office · Charlotte
$438M Phonevisit
Family Wealth Partners, LLC
Multi-Family Office · Matthews
$392M Email + phonevisit
Omnistar Financial Group, Inc.
Multi-Family Office · Wilmington
$286M Email + phone
Broyhill Asset Management, LLC
Multi-Family Office · Charlotte
$205M Email + phone
Hayden Harper Wealth Advisory, LLC
Multi-Family Office · Charlotte
$171M Email + phone
Timonier Family Office, LTD.
Single-Family Office · Winston Salem
n/d Phone

Source: SEC Form ADV / IAPD. AUM figures are as last reported and may be estimates; verify before acting. Contact details are revealed to verified members only and provided for professional outreach.