Biltmore Family Office, LLC

Biltmore Family Office, LLC (CRD# 167174) is a financial advisory firm headquartered in Charlotte, NC. They manage $2,892,462,654 in 981 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
500 East Boulevard, Charlotte, NC 28203
http://www.biltmorefamilyoffice.com
By the Numbers
  • Total Assets Under Management
    2,892
    MILLION
  • Total Number of Accounts
    981
    ACCOUNTS
  • Average Account Value
    $2,948,484
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Biltmore Family Office, LLC
Showing 11 - 16 of 16 top financial advisors.
11
Kelsey Hageman, financial advisor Charlotte NC
Kelsey B. Hageman
CRD#: 7428526
500 East Boulevard, Charlotte, NC 28203

Kelsey Hageman (CRD# 7428526) is an Investment Advisor Representative working at Biltmore Family Office, LLC in Charlotte, NC and has over 2 years of experience in the finance industry.

12
Peter Harris, financial advisor Charlotte NC
Peter J. Harris
CRD#: 7498702
500 East Boulevard, Charlotte, NC 28203

Peter Harris (CRD# 7498702) is an Investment Advisor Representative working at Biltmore Family Office, LLC in Charlotte, NC and has 1 year of experience in the finance industry.

13
Anthony Mastrogiacomo, financial advisor Charlotte NC
Anthony R. Mastrogiacomo
CRD#: 6710438
500 East Boulevard, Charlotte, NC 28203

Anthony Mastrogiacomo (CRD# 6710438) is an Investment Advisor Representative working at Biltmore Family Office, LLC in Charlotte, NC and has over 3 years of experience in the finance industry.

14
Jason Roska, financial advisor Orlando FL
Jason G. Roska
CRD#: 7466097
5728 Major Boulevard, Suite 611, Orlando, FL 32819

Jason Roska (CRD# 7466097) is an Investment Advisor Representative working at Biltmore Family Office, LLC in Orlando, FL and has 1 year of experience in the finance industry.

15
Andrew Russell, financial advisor Charlotte NC
Andrew P. Russell
CRD#: 5414590
500 East Boulevard, Charlotte, NC 28203

Andrew Russell (CRD# 5414590) is an Investment Advisor Representative working at Biltmore Family Office, LLC in Charlotte, NC and has 1 year of experience in the finance industry.

16
Michelle Soto, financial advisor Orlando FL
Michelle M. Soto
CRD#: 5410968
1000 Legion Place, Suite 1250, Orlando, FL 32801

Michelle Soto (CRD# 5410968) 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.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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