Biltmore Family Office, LLC

Biltmore Family Office, LLC (CRD# 167174) is a financial advisory firm headquartered in Charlotte, NC. They manage $1,390,881,918 in 947 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,391
    MILLION
  • Total Number of Accounts
    947
    ACCOUNTS
  • Average Account Value
    $1,468,724
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • 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.

FL, NC, NH, PA, SC, TX

Financial Advisors at Biltmore Family Office, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Christopher H. Cecil
CRD#: 1842207
6836 Morrison Boulevard, Suite 100, Charlotte, NC 28211
93
Wealthminder
score

Christopher Cecil (CRD# 1842207) is an Investment Advisor Representative working at Biltmore Family Office, LLC in Charlotte, NC and has over 14 years of experience in the finance industry.

2
William C. Dowd
CRD#: 4044553
948 Wooton Road, Bryn Mawr, PA 19010
93
Wealthminder
score

William Dowd (CRD# 4044553) is an Investment Advisor Representative working at Biltmore Family Office, LLC in Bryn Mawr, PA and has over 17 years of experience in the finance industry.

3
Michael C. Farrell
CRD#: 2060753
6836 Morrison Boulevard, Suite 100, Charlotte, NC 28211
93
Wealthminder
score

Michael Farrell (CRD# 2060753) is an Investment Advisor Representative working at Biltmore Family Office, LLC in Charlotte, NC and has over 15 years of experience in the finance industry.

4
Nicole M. Gokey
CRD#: 5062486
6836 Morrison Boulevard, Suite 100, Charlotte, NC 28211
93
Wealthminder
score

Nicole Gokey (CRD# 5062486) is an Investment Advisor Representative working at Biltmore Family Office, LLC in Charlotte, NC and has over 12 years of experience in the finance industry.

5
Kellie M. Hall
CRD#: 5996659
6836 Morrison Boulevard, Suite 100, Charlotte, NC 28211
93
Wealthminder
score

Kellie Hall (CRD# 5996659) is an Investment Advisor Representative working at Biltmore Family Office, LLC in Charlotte, NC and has over 6 years of experience in the finance industry.

6
Frank W. Schornagle
CRD#: 1257056
5728 Major Blvd, Suite 611, Orlando, FL 32819
93
Wealthminder
score

Frank Schornagle (CRD# 1257056) is an Investment Advisor Representative working at Biltmore Family Office, LLC in Orlando, FL and has over 34 years of experience in the finance industry.

7
Melissa D. Cox
CRD#: 6588119
6836 Morrison Boulevard, Suite 100, Charlotte, NC 28211
90
Wealthminder
score

Melissa Cox (CRD# 6588119) 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.

8
Israel K. Gorelick
CRD#: 6027966
6836 Morrison Boulevard, Suite 100, Charlotte, NC 28211
87
Wealthminder
score

Israel Gorelick (CRD# 6027966) is an Investment Advisor Representative working at Biltmore Family Office, LLC in Charlotte, NC and has 1 year of experience in the finance industry.

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