CRD: 167174
Biltmore Family Office, LLC
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- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-01-2013
- Office Locations
- 2
Office Locations
About Biltmore Family Office, LLC
Biltmore Family Office is a collaborative, multi-family-office style RIA serving families with generational wealth, with teams in North Carolina and Florida. The firm supports long-term stewardship with investment planning and asset allocation, using a mix of public funds/ETFs and private funds/alternatives (e.g., hedge funds, private equity, venture capital). Often custodied at Schwab or Fidelity, it publishes quarterly macro reviews and hosts The Biltmore View podcast.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHRISTOPHER HENRY AMHERST CECIL
Chief Compliance Officer, President, Wealth Advisor
- CRD
- #1842207
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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WILLIAM DAVID ESTES
Portfolio Manager
- CRD
- #8062909
MICHAEL C FARRELL
Wealth Advisor
- CRD
- #2060753
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,418,657,386 | $40,219,499 |
| Non-Discretionary | $48,460,048 | $48,460,048 |
| Total | $3,467,117,434 | $40,315,319 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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