Biltmore Family Office, LLC

Biltmore Family Office, LLC (CRD# 167174) is a financial advisory firm headquartered in Charlotte, NC. They manage $2,322,649,734 in 959 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,323
    MILLION
  • Total Number of Accounts
    959
    ACCOUNTS
  • Average Account Value
    $2,421,950
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, MA, NC, NH, SC, TX

Financial Advisors at Biltmore Family Office, LLC
Showing 1 - 10 of 16 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 20 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 21 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 17 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 6 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 24 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 12 years of experience in the finance industry.

7
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.

8
Christopher F. Perkins
CRD#: 5065400
500 East Boulevard, Charlotte, NC 28203

Christopher Perkins (CRD# 5065400) 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.

9
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 39 years of experience in the finance industry.

10
Emma S. Demane
CRD#: 7178145
500 East Boulevard, Charlotte, NC 28203

Emma Demane (CRD# 7178145) 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.

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