Kellie
Hall
Biltmore Family Office, LLC
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About this Advisor
Kellie Hall is a financial advisor based in Charlotte, North Carolina, with a total of 8 years of relevant experience. Hall is an advisor for Biltmore Family Office, LLC. Over the course of their career, they have held roles at Genspring Family Offices LLC and Biltmore Family Office, LLC. Hall has a Series 65 license, qualifying them as an investment advisor representative, and can serve investors in Florida and North Carolina. Biltmore Family Office, LLC is an advisory business that has its headquarters in Charlotte, NC. The investment advisory business has a total of 21 employees. It administers $2 billion in assets across its 959 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves one charitable organizations. Of its 959 client accounts, 84% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management usually are based on the type of financial services. Fee types billed by Biltmore Family Office, LLC likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Biltmore Family Office, LLC Brokerage Details
$2,322,649,734
21
959
$2,421,950
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Kellie Hall Work History
Kellie has been registered as a financial advisor for 8 years.*
Biltmore Family Office, LLC
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 Kellie Hall 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
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
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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