← Directory
BT FAMILY OFFICE, LLC
CRD 305713File 801-118235
APPROVED
Retail clients
Custody
Filing as of Mar 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.00B
Top 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $4.00B
Clients
10
10 accounts
Employees
7
Top 25% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Mar 13, 2020
- Principal office
- 3300 RIVERWOOD PARKWAY, SUITE 700, ATLANTA, GA, 30339
- Phone
- 404-341-5800
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.00B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $4.00B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 10
- Total accounts
- 10
- AUM per client
- $399.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 10 | $4.00B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.