Wealth manager, independent · Atlanta, GA
BT Family Office, LLC
SEC-registered investment adviser · CRD 305713 · SEC 801-118235
At a glance
BT Family Office, LLC is an SEC-registered investment adviser based in Atlanta, Georgia, with $4.0B in regulatory assets under management as of its Form ADV filed March 19, 2026. It reports 10 individual clients, 10 of them high-net-worth, holding an average of about $400 million each, and 7 employees. That ranks it 278th among the nation’s 5,657 independent wealth management RIAs and 16th of 171 in Georgia. It reports 2 custodians for its clients’ separately managed accounts: BNY and J.P. Morgan.
Main office 404-341-5800btfamilyoffice.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $4.0B
- Rank among independent wealth managers
- #278 of 5,657
- Rank among all SEC RIAs
- #2,410 of 17,210
- Rank in Georgia
- #16 of 171
- Individual clients
- 10
- High-net-worth clients
- 10
- Accounts
- 10
- Discretionary
- 0% of AUM
- Employees
- 7
- Advisory staff
- 7
- Offices
- 1
Owners and executives on its Form ADV
- Lorrie T. AllegraChief Compliance Officer, Partner, and Head of Family Office
Custody and brokerage
Broker-dealer
No broker-dealer ties
BT Family Office, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 10 | $4.0B | 100% |
Disciplinary disclosures
BT Family Office, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗btfamilyoffice.com ↗
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The full record on BT Family Office, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 5 years of filings
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- Growth over one, three and five years
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- Rank against 1,029 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Georgia
All of Georgia →| Firm | Regulatory AUM | Clients |
|---|---|---|
| ZWJ Investment Counsel IncAtlanta | $4.2B | 990 |
| Southeast Asset Advisors, LLCThomasville | $4.2B | 281 |
| Aprio Wealth Management, LLCAtlanta | $4.2B | 1,592 |
| Henssler FinancialKennesaw | $3.8B | 1,609 |
| Advocacy Wealth Management, LLCAtlanta | $3.2B | 1,658 |
| LCP Institutional, LLCAtlanta | $3.2B | 119 |
Background
Questions
How much does BT Family Office, LLC manage?
BT Family Office, LLC reports $4.0B in regulatory assets under management across 10 accounts, 0% of it on a discretionary basis, on its Form ADV filed March 19, 2026.
How many clients does BT Family Office, LLC have?
It reports 10 individual clients: 10 high-net-worth individuals and 0 other individuals. Individuals account for about 100% of its regulatory assets.
Where is BT Family Office, LLC headquartered?
Its main office is in Atlanta, Georgia. It reports 1 office in total and 7 employees, 7 of whom perform investment advisory functions.
How does BT Family Office, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does BT Family Office, LLC use?
It reports 2 custodians for its clients’ separately managed accounts: BNY and J.P. Morgan. On Schedule D of its Form ADV filed March 19, 2026, it reports these amounts held: BNY ($867M); J.P. Morgan ($517M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is BT Family Office, LLC a hybrid RIA with a broker-dealer?
BT Family Office, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is BT Family Office, LLC a fiduciary?
As an SEC-registered investment adviser, BT Family Office, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is BT Family Office, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-19), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →