Frank
Schornagle

Biltmore Family Office, LLC

CRD#1257056
Investment Advisor
in Orlando, FL

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About this Advisor

Frank Schornagle is a financial advisor who works out of Orlando, Florida with a total of 7 years of relevant experience. Schornagle currently works for Biltmore Family Office, LLC. Throughout their career, they have worked at Genspring Family Offices, LLC and Biltmore Family Office, LLC. Schornagle has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Florida and North Carolina. Biltmore Family Office, LLC is a registered investment company that has its headquarters in Charlotte, NC. The investment advisory business has a total of 21 financial advisors. It handles $2 billion in assets among its 959 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to one charities and foundations. Of its 959 customer accounts, 84% are associated with high-net-worth clients who have greater than $1 million in investable assets. Biltmore Family Office, LLC provides a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fees charged by Biltmore Family Office, LLC most likely consist of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

5728 Major Blvd Suite 611
Orlando, FL 32819

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Biltmore Family Office, LLC Brokerage Details

Total Assets Under Management

$2,322,649,734

FL Average: $3,625,019,099
Total Number of Employees

21

FL Average: 22
Total Number of Accounts

959

FL Average: 1,917
Average Account Size

$2,421,950

FL Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Frank Schornagle Work History

Frank has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Biltmore Family Office, LLC

2002 - 2016 (14 years)

Genspring Family Offices, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Frank Schornagle to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Biltmore Family Office, LLC

Emma Demane
Charlotte, NC
Christopher Cecil
Charlotte, NC
Andrew Russell
Charlotte, NC
Anthony Mastrogiacomo
Charlotte, NC
Kellie Hall
Charlotte, NC
James Gregory
Charlotte, NC
Peter Harris
Charlotte, NC
Kelsey Hageman
Charlotte, NC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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