A complete list of active advisors currently associated with Biltmore Wealth Management, LLC

Warmer can help you find a great advisor at Biltmore Wealth Management, LLC or one who fits your needs even better.

Biltmore Wealth Management provides investment advisory and financial planning services to individuals (including high net worth clients), business entities, trusts, estates and charitable organizations. The firm manages roughly $440 million on a discretionary basis across about 300 client accounts and also offers cash‑management support such as view‑only Schwab High Yield Investor Checking to generate spending reports and budgets. The firm employs proprietary investment models with ongoing monitoring and proactive rebalancing, delivering individualized portfolios on a discretionary or non‑discretionary basis aligned to each client’s objectives. While Biltmore uses conventional long‑ and short‑term equity and fixed‑income strategies, it also permits the use of options, short sales, inverse and leveraged ETFs, and borrowing (including margin loans and borrowing in separately managed accounts), all of which the brochure identifies as higher‑risk tools that clients may restrict in writing. Distinctive features disclosed in the brochure include that some representatives are licensed insurance agents who may recommend commission‑based insurance products, a relationship the firm acknowledges as a potential conflict of interest that clients can avoid. The firm also discloses its status as a level‑fee fiduciary for certain retirement accounts under DOL standards, its receipt of custodial support services from Schwab, and written policies for personal trading, third‑party money movement and proxy handling.

To learn more about the advisors currently working at Biltmore Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.