SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
BT Family Office, LLC
Atlanta, GA
CRD 305713
Firm filing updated March 19, 2026 ·
- $4BAssets
- 10Clients
- 7Advisory staff
- 10Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals10
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 10 | $4.0 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 5 services
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$4.0 billion
- Accounts10
People
- Employees7
- Advisory staff7
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients0
Registration details
- SEC-registered investment advisor. CRD 305713, SEC file 801-118235.
- Registered with the SEC as an investment advisor (status date on record: March 13, 2020).
Is BT Family Office, LLC a fiduciary?
Short answer: BT Family Office, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.