CRD: 167174
Biltmore Family Office, LLC
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- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 28, 2025 and March 23, 2026, reported AUM increased 9.6%, from $3.2B to $3.5B.
Across 5 reported observations, AUM increased 35.5% between March 30, 2022 and March 23, 2026, from $2.6B to $3.5B.
Of the latest reported AUM, 98.6% is discretionary and 1.4% is non-discretionary.
The firm reports 9 advisory representatives and 87 clients, or 9.7 clients per representative. That equates to $39.9M in reported AUM per client.
The profile lists 2 reported office locations and 13 years in operation. The source data was last updated on March 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Custodian
- Investment Themes
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- Platform
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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
SMA allocation detail is available
Biltmore Family Office, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Biltmore Family Office, LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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