Company lists · Data refreshed September 2026

Top 25 Single family offices based in Charlotte, United States

Name: Single family offices based in Charlotte, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 22, 2026 43 companies tracked

RevenueBase identified 43 single family offices headquartered in Charlotte, United States as of September 2026 and tracks 260 professional contacts across them, including 144 with verified work emails. New York is the largest hub.

This list covers single family offices headquartered in Charlotte, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 22, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 22, 2026 86% judged on-target in blind review

43Companies

260Contacts tracked

144Verified emails

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The 25 largest single family offices based in Charlotte, United States

Ranked by team size

Top 25 of 43 single family offices based in Charlotte, United States, ranked by team size, largest first. Data refreshed Sep 22, 2026. RevenueBase Smart Search rates how each company's information relates to single family offices: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Linden Thomas & Company	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	11-50	31 contacts →
	Indirect evidence “At Linden Thomas & Company, our mission is to provide clients with the most efficient path to wealth accumulation, retention, and transfer of assets.” Source: RevenueBase Database · checked Sep 22, 2026
2	Biltmore Family Office, LLC	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	11-50	29 contacts →
	Partial evidence “An independent wealth advisory firm founded by our family and designed for your family.” Source: RevenueBase Database · checked Sep 22, 2026
3	NEW Republic Partners	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	11-50	26 contacts →
	Strong evidence “New Republic Partners provides clients with next-level investment solutions, wealth management and family office services.” Source: RevenueBase Database · checked Sep 22, 2026
4	Colony Family Offices	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	11-50	18 contacts →
	Strong evidence “Colony Family Offices is an independent, multi-family office providing fully integrated wealth planning, investment management and fiduciary services to individuals and families…” Source: RevenueBase Database · checked Sep 22, 2026
5	Novare Capital Management	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	11-50	16 contacts →
	Indirect evidence “Novare Capital Management is a privately owned investment management firm registered with the Securities and Exchange Commission.” Source: RevenueBase Database · checked Sep 22, 2026
6	Crown Wealth Group	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	1-10	12 contacts →
	Strong evidence “Crown Wealth Group's Personal CFO platform offers comprehensive family-office solutions to affluent families in search of a unified point of contact for all their financial…” Source: RevenueBase Database · checked Sep 22, 2026
7	Strathmore Capital Advisors	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	11-50	12 contacts →
	Partial evidence “Strathmore Capital Advisors is a family-owned wealth management firm founded in 2005.” Source: RevenueBase Database · checked Sep 22, 2026
8	NEW South Wealth Management	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	11-50	10 contacts →
	Partial evidence “Private Wealth Management Firm specializing in helping individuals, families and small business owners in the areas of risk management, wealth accumulation and wealth…” Source: RevenueBase Database · checked Sep 22, 2026
9	Carroll Financial	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	11-50	7 contacts →
	Indirect evidence “One of Charlotte’s oldest and largest financial planning and investment management firms, Carroll Financial Associates, Inc.” Source: RevenueBase Database · checked Sep 22, 2026
10	Carolinas Investment Consulting	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	11-50	7 contacts →
	Indirect evidence “Carolinas Investment Consulting “CIC” is an employee-owned investment consulting boutique with over $1.5 billion of client assets under advisement.” Source: RevenueBase Database · checked Sep 22, 2026
11	Sparta Wealth Partners	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	11-50	6 contacts →
	Strong evidence “Sparta is a unique multi-family office company for discerning individuals, families and businesses.” Source: RevenueBase Database · checked Sep 22, 2026
12	Auctus Advisors	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	1-10	5 contacts →
	Indirect evidence “A concierge wealth advisory firm, specializing in working with high net worth clients.” Source: RevenueBase Database · checked Sep 22, 2026
13	Kingfisher Capital, Proudly Part Of Mercer Advisors	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	11-50	5 contacts →
	Strong evidence “We are a Family Office for Your Family Mercer Advisors acquired Kingfisher Capital, a Charlotte, North Carolina based investment advisory, in October 2023.” Source: RevenueBase Database · checked Sep 22, 2026
14	Cannon Advisors	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	11-50	4 contacts →
	Indirect evidence “Financial Planning, Wealth Management, Investment Strategies, Tax & Accounting, Estate Planning, Asset Protection, Retirement Planning, Tactical Investment Management…” Source: RevenueBase Database · checked Sep 22, 2026
15	Morehead Group	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	1-10	4 contacts →
	Partial evidence “For more than 80 years, Morehead Group has worked closely with our clients and their professional advisory teams to help affluent individuals, families, and business owners…” Source: RevenueBase Database · checked Sep 22, 2026
16	Holland Capital Management, LLC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	1-10	3 contacts →
	Indirect evidence “Benefit From Our Multi-Disciplinary Approach Today's climate is complex.” Source: RevenueBase Database · checked Sep 22, 2026
17	Legend Private Wealth	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	1-10	2 contacts →
	Indirect evidence “Legend is the part of the map that gives a map meaning.” Source: RevenueBase Database · checked Sep 22, 2026
18	Altum Wealth Alliance	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	1-10	2 contacts →
	Indirect evidence “At Altum Wealth Alliance, we are a client-first, truly comprehensive wealth planning and investment management firm committed to your overall success, the result: an uncompromised…” Source: RevenueBase Database · checked Sep 22, 2026
19	Vintage Wealth Management Group, INC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	1-10	2 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026
20	Totem Wealth Management	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	1-10	2 contacts →
	Indirect evidence “Totem Wealth Management provides comprehensive wealth management and financial planning.” Source: RevenueBase Database · checked Sep 22, 2026
21	Salem Capital	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	1-10	2 contacts →
	Strong evidence “Salem Capital is an experienced Family Office in Charlotte NC focusing on the management of investments in various asset classes and businesses: Commercial Real Estate and Private…” Source: RevenueBase Database · checked Sep 22, 2026
22	Toucan Financial, INC	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	1-10	2 contacts →
	Strong evidence “Toucan is a full-service advisor & multi-family office for everyone.” Source: RevenueBase Database · checked Sep 22, 2026
23	Byron Financial, LLC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	11-50	1 contacts →
	Indirect evidence “Byron Financial is a private, independently managed wealth management firm delivering comprehensive financial services to a select number of ultra-high net worth clients across…” Source: RevenueBase Database · checked Sep 22, 2026
24	Wealth Matters, LLC	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	1-10	1 contacts →
	Strong evidence “Family office consultant focused on planning for high net worth families, family offices and firms that serve and support them.” Source: RevenueBase Database · checked Sep 22, 2026
25	BGW Wealth	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 22, 2026	1-10	1 contacts →
	Indirect evidence “A comprehensive planning experience to keep you from running around and organizing between all of your different professional partners.” Source: RevenueBase Database · checked Sep 22, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: single family offices. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names single family offices.
Partial evidence: Its own public description names part of single family offices, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name single family offices. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 43 single family offices based in Charlotte, United States

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Single family offices based in Charlotte, United States at a glance

As of Sep 22, 2026

55.4%Verified-email coverage

6.0Average contacts per company

1-10Median size (employees)

639.5%Largest-city concentration · New York

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

11-50

Email recency for this list is measured across the whole United States list rather than for Charlotte, so it is reported there. Company counts and contact totals on this page are exact for Charlotte, over 43 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among single family offices, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Charlotte, United States whose own description of what they do matches “single family offices”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names single family offices), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among single family offices, and records with no verified work email. Companies headquartered outside Charlotte are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 144 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 22, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Single family offices by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names single family offices, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many single family offices are there based in Charlotte, United States?

RevenueBase identified 43 single family offices headquartered in Charlotte, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Linden Thomas & Company, headquartered in Charlotte, tops this list with the largest team on record.

Which city has the most single family offices?

New York leads with 275 headquartered companies, followed by Dallas (118) and Houston (102).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 144 verified decision-maker contacts tracked across these 43 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 22, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.