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Biltmore Family Office, LLC CRD 167174
$3.47B regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
500 East Boulevard, Charlotte, NC 28203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-11-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mondelez Global Llc | Charlotte | NC | 05/2015 | 05/2017 |
| University Of North Carolina At Charlotte | Charlotte | NC | 08/2016 | 12/2018 |
| Hayden Royal (Previously Great Lakes & Atlantic Wealth) | Charlotte | NC | 05/2017 | 11/2018 |
| Biltmore Family Office, Llc | Charlotte | NC | 12/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-08 |
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