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Michael C Farrell

Biltmore Family Office, LLC

Charlotte, NC

CRD 2060753

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Employer firm

Biltmore Family Office, LLC CRD 167174

$3.47B regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • FAMILY OFFICE SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Biltmore Family Office, Llc

500 East Boulevard, Charlotte, NC 28203 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2014-06-03
NC RA APPROVED 2014-04-09
  • TX RA
    APPROVED_RES
    Since 2014-06-03
  • NC RA
    APPROVED
    Since 2014-04-09

Branch Locations

500 East Boulevard, Charlotte, NC 28203 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Biltmore Family Office, Llc Charlotte NC 04/2014 Present
Previous Registrations
  • 2010-10-21 → 2014-04-08
    Family Endowment Partners, Lp
    Charlotte, NC
  • 2002-11-12 → 2010-04-30
    Ballamor Capital Management, Llc
    Wayne, PA
    Wayne, PA
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-08-14
  • S65 Uniform Investment Adviser Law Examination
    2002-08-14

View on SEC IAPD

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MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
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