{"url":"https://nivawealth.com/firms/biltmore-family-office-167174","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/167174","regulatoryAum":3467117434,"crd":"167174","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1842207","suffix":null,"lastName":"CECIL","firstName":"CHRISTOPHER","middleName":"HENRY AMHERST"},{"crd":"8062909","suffix":null,"lastName":"ESTES","firstName":"WILLIAM","middleName":"DAVID"},{"crd":"2060753","suffix":null,"lastName":"FARRELL","firstName":"MICHAEL","middleName":"C"},{"crd":"6602243","suffix":null,"lastName":"Gaitens","firstName":"Kelly","middleName":"Jean"},{"crd":"5062486","suffix":null,"lastName":"GOKEY","firstName":"NICOLE","middleName":"MARIE"},{"crd":"6027966","suffix":null,"lastName":"GORELICK","firstName":"ISRAEL","middleName":"KARRO"},{"crd":"3151829","suffix":null,"lastName":"GREGORY","firstName":"JAMES","middleName":"MICHAEL"},{"crd":"7428526","suffix":null,"lastName":"Hageman Jerman","firstName":"Kelsey","middleName":"Brooke"},{"crd":"5996659","suffix":null,"lastName":"HALL","firstName":"KELLIE","middleName":"M."},{"crd":"7498702","suffix":null,"lastName":"Harris","firstName":"Peter","middleName":"Jameson"},{"crd":"6944036","suffix":null,"lastName":"Marrie","firstName":"Julianne","middleName":"N"},{"crd":"6710438","suffix":null,"lastName":"Mastrogiacomo","firstName":"Anthony","middleName":"Robert"},{"crd":"5065400","suffix":null,"lastName":"PERKINS","firstName":"CHRISTOPHER","middleName":"F. 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They include 71 high-net-worth individuals, 14 individual clients and 1 charitable organization.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Biltmore Family Office offer?","answer":"Biltmore Family Office provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Biltmore Family Office charge?","answer":"Biltmore Family Office charges 0.50%–1.00% a year for its Wealth Management Fee. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and has a $100,000 annual minimum.","source":"BILTMORE FAMILY OFFICE ADV 2A MARCH 2026, filed 23 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Biltmore Family Office use?","answer":"Biltmore Family Office’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.8B and Fidelity Brokerage Services LLC (Smithfield, RI), with $29.8M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Biltmore Family Office have?","answer":"Biltmore Family Office has 15 investment adviser representatives registered with state securities authorities, out of 24 employees, and 9 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Biltmore Family Office invest in?","answer":"At the end of its last fiscal year, Biltmore Family Office’s separately managed accounts held 37% registered funds (mutual funds, ETFs, BDCs), 28% exchange-traded equities, 25% pooled vehicles (private funds and similar), 5% state and local bonds, 4% cash and equivalents and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Biltmore Family Office?","answer":"Biltmore Family Office is owned through holding companies by Christopher Cecil, Nicole Gokey, Michael Farrell and Israel Gorelick. Its direct owners are Chac, Inc., Gokey Consulting Inc, Farrell 4 Consulting Inc and RG Biltmore Holdings, Inc., each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 23 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Biltmore Family Office get paid?","answer":"Biltmore Family Office is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Biltmore Family Office registered with the SEC?","answer":"Yes, Biltmore Family Office has been registered with the SEC as an investment adviser since 1 May 2013. 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