Biltmore Family Office

Overview

BILTMORE FAMILY OFFICE, LLC reports 86 client accounts and $3,467,117,434 in regulatory assets under management as of March 23, 2026.⁴ The firm reports 14 non-high-net-worth individual clients, 71 high-net-worth individual clients, and one charitable organization client.⁵⁶⁷ It lists Charlotte, North Carolina and Orlando, Florida offices.¹⁶

History

BILTMORE FAMILY OFFICE, LLC describes its development through its collaborative family office structure.¹¹

Leadership

Chris Cecil is listed as Partner & CEO.¹⁷ Mike Farrell is listed as Partner.¹⁸ Nikki Gokey, CPA, is listed as Partner & Head of Planning.¹⁹ Rael Gorelick is listed as Partner & Head of Investments.²⁰ Mike Gregory, MBA, CAIA, is listed as Head of Research.²¹ Kellie Hall, J.D., CAP®, is listed as Head of Estate Planning.²²

Services

BILTMORE FAMILY OFFICE, LLC reports financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other advisers, and other advisory services.⁸ The firm identifies Governance & Education, Investment Services, Customized Planning, and Reporting & Technology as service areas.¹³ It reports percentage-of-assets and fixed-fee compensation.⁹

What the firm offers

• Investment management
• Financial planning
• Philanthropy
• Family governance and education

Client focus

The firm says it guides families through intergenerational wealth by integrating planning, investing, education, and governance.¹² Its reported client categories include non-high-net-worth individuals, high-net-worth individuals, and a charitable organization.⁵⁶⁷

Investment philosophy and approach

The firm describes its structure as a “Collaborative Family Office.”¹¹ It says its investment process includes sourcing, due diligence, and allocation tailored to family priorities, with an Investment Policy Statement incorporating family assets and liabilities.¹⁴ It identifies Lifestyle, Generational, and Legacy as investment priorities.¹⁵ The firm says its mission is to prepare each successive generation to be “the first generation.”²³

Assets and minimums

As of March 23, 2026, the firm reported $3,467,117,434 in regulatory assets under management.⁴ The filing reports $5,082,973 for non-high-net-worth individual clients, $3,412,626,557 for high-net-worth individual clients, and $49,407,904 for a charitable organization.⁵⁶⁷

By the numbers

FAQs

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Sources

1. Form ADV annual amendment , accessed/as of March 23, 2026.
2. Form ADV annual amendment , accessed/as of March 23, 2026.
3. Form ADV annual amendment , accessed/as of March 23, 2026.
4. Form ADV annual amendment , accessed/as of March 23, 2026.
5. Form ADV annual amendment , accessed/as of March 23, 2026.
6. Form ADV annual amendment , accessed/as of March 23, 2026.
7. Form ADV annual amendment , accessed/as of March 23, 2026.
8. Form ADV annual amendment , accessed/as of March 23, 2026.
9. Form ADV annual amendment , accessed/as of March 23, 2026.
10. Our History , accessed March 23, 2026.
11. Biltmore Family Office , accessed March 23, 2026.
12. How We Serve Families , accessed March 23, 2026.
13. Biltmore Family Office , accessed March 23, 2026.
14. Investment Services , accessed March 23, 2026.
15. Investment Services , accessed March 23, 2026.
16. Who We Are , accessed March 23, 2026.
17. Chris Cecil , accessed March 23, 2026.
18. Mike Farrell , accessed March 23, 2026.
19. Nikki Gokey , accessed March 23, 2026.
20. Rael Gorelick , accessed March 23, 2026.
21. Mike Gregory , accessed March 23, 2026.
22. Kellie Hall , accessed March 23, 2026.
23. How We Serve Families , accessed March 23, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.