BILTMORE CAPITAL ADVISORS, LLC

BILTMORE CAPITAL ADVISORS

BOCA RATON, Florida·2 registered advisors·CRD# 143965

SEC# 801-680571888-391-4563

01

Firm Overview

AUM

$645M

Regulatory assets under management

Employees

7

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Compensation

Percentage of AUM

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at BILTMORE CAPITAL ADVISORS, LLC

2 registered advisors

Daniel Tyler Vernon

BOCA RATON, Florida

Timothy James Ralph

BOCA RATON, Florida

05

Office Locations

BOCA RATON, Florida

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Data sourced from SEC Form ADV filings. BILTMORE CAPITAL ADVISORS, LLC (CRD# 143965) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.