Biltmore Capital Advisors

Biltmore Capital Advisors (CRD# 143965) is a financial advisory firm headquartered in Princeton, NJ. They manage $455,000,000 in 772 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    455
    MILLION
  • Total Number of Accounts
    772
    ACCOUNTS
  • Average Account Value
    $589,378
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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 advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, GA, LA, NJ, PA, TX

Financial Advisors at Biltmore Capital Advisors
Showing 1 - 6 of 6 top financial advisors.
1
Mary A. Dianna
CRD#: 2720914
33 Witherspoon Street, Princeton, NJ 08542
95
Wealthminder
score

Mary Dianna (CRD# 2720914) is an Investment Advisor Representative working at Biltmore Capital Advisors in Princeton, NJ and has over 3 years of experience in the finance industry.

2
Justin D. Eccleston
CRD#: 5620455
33 Witherspoon Street, Princeton, NJ 08542
93
Wealthminder
score

Justin Eccleston (CRD# 5620455) is an Investment Advisor Representative working at Biltmore Capital Advisors in Princeton, NJ and has over 9 years of experience in the finance industry.

3
Timothy J. Ralph
CRD#: 4929418
33 Witherspoon Street, Princeton, NJ 08542
93
Wealthminder
score

Timothy Ralph (CRD# 4929418) is an Investment Advisor Representative working at Biltmore Capital Advisors in Princeton, NJ and has over 9 years of experience in the finance industry.

4
Daniel T. Vernon
CRD#: 4226863
950 Peninsula Corporate Circle, Suite 1000, Boca Raton, FL 33487
93
Wealthminder
score

Daniel Vernon (CRD# 4226863) is an Investment Advisor Representative working at Biltmore Capital Advisors in Boca Raton, FL and has over 17 years of experience in the finance industry.

5
Donald R. Chambers
CRD#: 6449096
3012 Orourke Road, The Villages, FL 32163
89
Wealthminder
score

Donald Chambers (CRD# 6449096) is an Investment Advisor Representative working at Biltmore Capital Advisors in The Villages, FL and has over 3 years of experience in the finance industry.

6
Brent A. Platt
CRD#: 6056981
33 Witherspoon Street, Princeton, NJ 08542
75
Wealthminder
score

Brent Platt (CRD# 6056981) is an Investment Advisor Representative working at Biltmore Capital Advisors in Princeton, NJ and has 1 year of experience in the finance industry.

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