Biltmore Family Office, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

167174

SEC number

801-78011

Firm type

RIA

Assets under management

$3.5B as of Mar 23, 2026

Website

www.biltmorefamilyoffice.com ↗

Phone

704-248-5230

Address

500 East Boulevard, Charlotte, NC, 28203

Advisors at this firm

16 in our index · page 1 of 1

• Christopher Henry Amherst CecilCRD 1842207 · Charlotte, NC
  IA Registered
• William David EstesCRD 8062909 · Orlando, FL
  IA Registered
• Michael C FarrellCRD 2060753 · Charlotte, NC
  IA Registered
• Nicole Marie GokeyCRD 5062486 · Orlando, FL
  IA Registered
• Israel Karro GorelickCRD 6027966 · Charlotte, NC
  IA Registered
• James Michael GregoryCRD 3151829 · Charlotte, NC
  IA Registered
• Kelly Jean GaitensCRD 6602243 · Charlotte, NC
  IA Registered
• Kellie M. HallCRD 5996659 · Orlando, FL
  IA Registered
• Kelsey Brooke Hageman JermanCRD 7428526 · Charlotte, NC
  IA Registered
• Peter Jameson HarrisCRD 7498702 · Charlotte, NC
  IA Registered
• Julianne N MarrieCRD 6944036 · Orlando, FL
  IA Registered
• Anthony Robert MastrogiacomoCRD 6710438 · Charlotte, NC
  IA RegisteredRegistration inactive
• Christopher F. W. PerkinsCRD 5065400 · Orlando, FL
  IA Registered
• Andrew Pearson RussellCRD 5414590 · Charlotte, NC
  IA Registered
• Frank William SchornagleCRD 1257056 · Orlando, FL
  IA Registered
• Michelle Mireles SotoCRD 5410968 · Orlando, FL
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.