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 based in Orlando, Florida, working with Biltmore Family Office, LLC. Frank has previously held positions at Genspring Family Offices, LLC and Biltmore Family Office, LLC. Frank has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and North Carolina. Currently, Frank is part of Biltmore Family Office, LLC, which operates out of Orlando, Florida. The firm has 1 office and 20 employees. The firm manages assets totaling $2.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Biltmore Family Office, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, 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

$2,892,462,654

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

20

FL Average: 22
Total Number of Accounts

981

FL Average: 1,917
Average Account Size

$2,948,484

FL Average: $1,890,985

Investment Advisory Services

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

Frank Schornagle Work History

2016 - Present (8 years)

Biltmore Family Office, LLC

2002 - 2016 (14 years)

Genspring Family Offices, LLC

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

Kelsey Hageman
Charlotte, NC
Michael Farrell
Charlotte, NC
Christopher Cecil
Charlotte, NC
Julianne Marrie
Orlando, FL
Anthony Mastrogiacomo
Charlotte, NC
Andrew Russell
Charlotte, NC
Kellie Hall
Charlotte, NC
James Gregory
Charlotte, NC

The content in this profile was updated by SmartAsset on 6/19/2024. 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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