Biltmore Family Office, Llc
- Regulatory AUM
- $3.5B
- Discretionary
- $3.4B
- Clients
- 86
- Avg AUM / client
- $40.3M
- Accounts
- 86
- Employees
- 24
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 14 | $5.1M | 0.15% |
| High net worth individuals | 71 | $3.4B | 98.4% |
| Charitable organizations | 1 | $49.4M | 1.43% |
People (16)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Henry Amherst Cecil | President / Chief Compliance Officer | Mar 2013 (13y) | ≈ 18.75% – 50% via Chac, Inc. | |
| Michael C Farrell | Owner | Apr 2014 (12y) | ≈ 7.5% – 25% via Farrell 4 Consulting Inc | |
| Nicole Marie Gokey | Owner | Jun 2015 (11y) | ≈ 7.5% – 25% via Gokey Consulting Inc | |
| Israel Karro Gorelick | Owner | Jun 2017 (9y) | ≈ 7.5% – 25% via Rg Biltmore Holdings, Inc. | |
| Kellie M. Hall | Registered representative | Jun 2015 (11y) | ||
| Frank William Schornagle | Registered representative | May 2016 (10y) | ||
| Julianne N Marrie | Registered representative | CFP | May 2018 (8y) | |
| James Michael Gregory | Registered representative | Aug 2018 (8y) | ||
| Andrew Pearson Russell | Registered representative | CFA | Oct 2019 (7y) | |
| Anthony Robert Mastrogiacomo | Registered representative | CFP | Dec 2020 (6y) | |
| Christopher F. W. Perkins | Registered representative | Apr 2021 (5y) | ||
| Kelsey Brooke Hageman Jerman | Registered representative | Nov 2021 (5y) | ||
| Peter Jameson Harris | Registered representative | May 2022 (4y) | ||
| Michelle Mireles Soto | Registered representative | CFP Personal Financial Specialist | Feb 2024 (2y) | |
| William David Estes | Registered representative | CFA | Mar 2025 (1y) | |
| Kelly Jean Gaitens | Registered representative | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Chac, Inc. | Member | Sep 2017 | A | 25% – 50% |
| Gokey Consulting Inc | Member | Jan 2019 | A | 10% – 25% |
| Farrell 4 Consulting Inc | Member | Jan 2019 | A | 10% – 25% |
| Rg Biltmore Holdings, Inc. | Member | Aug 2021 | A | 10% – 25% |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Christopher Henry Amherst Cecil: 75% – 100% of Chac, Inc. × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Michael C Farrell: 75% – 100% of Farrell 4 Consulting Inc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Nicole Marie Gokey: 75% – 100% of Gokey Consulting Inc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Israel Karro Gorelick: 75% – 100% of Rg Biltmore Holdings, Inc. × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $1.8B (52% of AUM) Mar 2026
- Fidelity Brokerage Services $29.8M (1% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗