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Frank William Schornagle

Biltmore Family Office, LLC

Charlotte, NC

Orlando, FL

CRD 1257056

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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
FL RA APPROVED 2026-03-13
NC RA APPROVED 2016-05-31
  • FL RA
    APPROVED
    Since 2026-03-13
  • NC RA
    APPROVED
    Since 2016-05-31

Branch Locations

500 East Boulevard, Charlotte, NC 28203 • United States

1000 Legion Place, Suite 1250, Orlando, FL 32801 • 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 Orlando FL 04/2016 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-10-30
S63 Uniform Securities Agent State Law Examination 1984-05-04
  • S65 Uniform Investment Adviser Law Examination
    1998-10-30
  • S63 Uniform Securities Agent State Law Examination
    1984-05-04

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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