Biltmore Family Office, LLC

Biltmore Family Office, LLC (CRD# 167174) is a financial advisory firm headquartered in Charlotte, NC. They manage $1,597,539,071 in 618 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,598
    MILLION
  • Total Number of Accounts
    618
    ACCOUNTS
  • Average Account Value
    $2,585,015
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
  • 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, PA, SC, TX

Financial Advisors at Biltmore Family Office, LLC
Showing 1 - 7 of 7 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 16 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 11 years of experience in the finance industry.

5
Frank W. Schornagle
CRD#: 1257056
6836 Morrison Boulevard, Suite 100, Charlotte, NC 28211
93
Wealthminder
score

Frank Schornagle (CRD# 1257056) is an Investment Advisor Representative working at Biltmore Family Office, LLC in Charlotte, NC and has over 33 years of experience in the finance industry.

6
Kellie M. Hall
CRD#: 5996659
5728 Major Blvd., Suite 611, Orlando, FL 32819
90
Wealthminder
score

Kellie Hall (CRD# 5996659) is an Investment Advisor Representative working at Biltmore Family Office, LLC in Orlando, FL and has over 5 years of experience in the finance industry.

7
Melissa D. Cox
CRD#: 6588119
6836 Morrison Boulevard, Suite 100, Charlotte, NC 28211
89
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.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.