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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Other Portfolio Management
  • Other
    • -Selection of Other Advisors

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Biltmore Family Office, LLC 6 years, 6 months Mar 2013 - Present
Biltmore Family Office, LLC 6 years, 6 months Mar 2013 - Present
Genspring Charleston, LLC 2 years, 8 months Jan 2010 - Sep 2012
Genspring Charleston, LLC 2 years, 8 months Jan 2010 - Sep 2012
Genspring Family Offices, LLC 5 years Sep 2007 - Sep 2012
Genspring Family Offices, LLC 5 years Sep 2007 - Sep 2012
Asset Management Advisors, LLC 1 year, 7 months Feb 2006 - Sep 2007
Asset Management Advisors, LLC 1 year, 7 months Feb 2006 - Sep 2007
J.P. Morgan Securities Inc. 2 years, 2 months Apr 2003 - Jun 2005
Jpmorgan Trust Company, N.A. 2 years, 2 months Apr 2003 - Jun 2005
J.P. Morgan Securities Inc. 2 years, 2 months Apr 2003 - Jun 2005

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Christopher Cecil

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jul 26, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Mar 31, 2015
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Advisor

Last updated on July 27, 2019
    • $2.0B
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 60
      number of clients
    • $32.8M
      Estimated Average Account Balance Per Client

Biltmore Family Office, LLC

Last updated on March 29, 2019
    • $1.6B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 700
      Accounts
    • $2.3M
      Estimated Average Account Balance

Fees

Fee Only Advisor
$
This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements