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James Michael Gregory

Biltmore Family Office, LLC

Charlotte, NC

CRD 3151829

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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
NC RA APPROVED 2018-08-08
  • NC RA
    APPROVED
    Since 2018-08-08

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
Gorelick Brothers Capital Charlotte NC 03/2011 12/2017
Biltmore Family Office, Llc Charlotte NC 12/2017 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-08-08
S63 Uniform Securities Agent State Law Examination 2000-03-16
  • S65 Uniform Investment Adviser Law Examination
    2018-08-08
  • S63 Uniform Securities Agent State Law Examination
    2000-03-16
Other Names
  • Mike Gregory

View on SEC IAPD

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Nearby Investors

JOSHUA REESE BAILEY
PHILIP REESE BAILEY
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Nearby Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC

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