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The fee is billed in advance and is negotiable.","source":"ADV PART 2A - FIRM BROCHURE, filed 17 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Biltmore Wealth Management use?","answer":"Biltmore Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $440M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Biltmore Wealth Management have?","answer":"Biltmore Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are 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 Wealth Management invest in?","answer":"At the end of its last fiscal year, Biltmore Wealth Management’s separately managed accounts held 59% exchange-traded equities, 37% cash and equivalents, 3% registered funds (mutual funds, ETFs, BDCs) and 1% U.S. government and agency 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 Wealth Management?","answer":"Biltmore Wealth Management’s direct owners are Kevin Sweeney (25% to 50%) and Timothy Carpenter (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 17 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Biltmore Wealth Management get paid?","answer":"Biltmore Wealth Management is paid through a percentage of assets under management. 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