Biltmore Family Office, LLC

Biltmore Family Office, LLC (CRD# 167174) is a financial advisory firm headquartered in Charlotte, NC. They manage $2,557,958,721 in 865 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,558
    MILLION
  • Total Number of Accounts
    865
    ACCOUNTS
  • Average Account Value
    $2,957,178
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)
  • Other
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, MA, NC, NH, PA, SC, TX

Financial Advisors at Biltmore Family Office, LLC
Showing 1 - 10 of 15 top financial advisors.
1
Christopher H. Cecil
CRD#: 1842207
500 East Boulevard, Charlotte, NC 28203

Christopher Cecil (CRD# 1842207) is an Investment Advisor Representative working at Biltmore Family Office, LLC in Charlotte, NC and has over 18 years of experience in the finance industry.

2
Michael C. Farrell
CRD#: 2060753
500 East Boulevard, Charlotte, NC 28203

Michael Farrell (CRD# 2060753) is an Investment Advisor Representative working at Biltmore Family Office, LLC in Charlotte, NC and has over 19 years of experience in the finance industry.

3
Nicole M. Gokey
CRD#: 5062486
500 East Boulevard, Charlotte, NC 28203

Nicole Gokey (CRD# 5062486) is an Investment Advisor Representative working at Biltmore Family Office, LLC in Charlotte, NC and has over 16 years of experience in the finance industry.

4
Israel K. Gorelick
CRD#: 6027966
500 East Boulevard, Charlotte, NC 28203

Israel Gorelick (CRD# 6027966) is an Investment Advisor Representative working at Biltmore Family Office, LLC in Charlotte, NC and has over 4 years of experience in the finance industry.

5
James M. Gregory
CRD#: 3151829
500 East Boulevard, Charlotte, NC 28203

James Gregory (CRD# 3151829) is an Investment Advisor Representative working at Biltmore Family Office, LLC in Charlotte, NC and has over 22 years of experience in the finance industry.

6
Kellie M. Hall
CRD#: 5996659
500 East Boulevard, Charlotte, NC 28203

Kellie Hall (CRD# 5996659) is an Investment Advisor Representative working at Biltmore Family Office, LLC in Charlotte, NC and has over 10 years of experience in the finance industry.

7
John D. Macik
CRD#: 1940961
500 East Boulevard, Charlotte, NC 28203

John Macik (CRD# 1940961) is an Investment Advisor Representative working at Biltmore Family Office, LLC in Charlotte, NC and has over 10 years of experience in the finance industry.

8
Julianne N. Marrie
CRD#: 6944036
5728 Major Blvd., Suite 611, Orlando, FL 32819

Julianne Marrie (CRD# 6944036) is an Investment Advisor Representative working at Biltmore Family Office, LLC in Orlando, FL and has 1 year of experience in the finance industry. Julianne Marrie has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Christopher F. Perkins
CRD#: 5065400
5728 Major Blvd., Suite 611, Orlando, FL 32819

Christopher Perkins (CRD# 5065400) is an Investment Advisor Representative working at Biltmore Family Office, LLC in Orlando, FL and has over 16 years of experience in the finance industry.

10
Frank W. Schornagle
CRD#: 1257056
5728 Major Blvd, Suite 611, Orlando, FL 32819

Frank Schornagle (CRD# 1257056) is an Investment Advisor Representative working at Biltmore Family Office, LLC in Orlando, FL and has over 38 years of experience in the finance industry.

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