BILTMORE CAPITAL ADVISORS LLC

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Biltmore Capital Advisors is based out of Princeton. Biltmore Capital Advisors is a large advisory firm with 209 clients and discretionary assets under management (AUM) of $379,000,000 (Form ADV from 2019-01-03). Their last reported 13F filing for Q4 2018 included $93,000,000 in managed 13F securities and a top 10 holdings concentration of 46.05%. Biltmore Capital Advisors's largest holding is ETF ClearShares Ultra-Sh Maturity ETF with shares held of 54,334. Whalewisdom has at least 1 13F filings

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12/31/2018

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12/31/2018

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

BILTMORE CAPITAL ADVISORS
2799 NW 2ND AVENUE SUITE 101
BOCA RATON FL    33487
Country: United States

Business Phone: 888-391-4563
Fax: 609-688-8704
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: TX
Number of employees: 5
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 191,886,000
Total Number of Clients: 209
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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BILTMORE CAPITAL ADVISORS, LLC

ownership team - last updated 2017-03-31
Name Title Start Date Direct/Indirect % Ownership
VERNON, DANIEL, TYLER MANAGING MEMBER/CHIEF COMPLIANCE OFFICER 09/01/2007 Direct 75% or more
Fund Name Position direct/indirect start date end date
BILTMORE CAPITAL ADVISORS, LLC MANAGING MEMBER direct 2007-09-01
BILTMORE CAPITAL ADVISORS, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2007-09-01
BILTMORE CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER, MANAGING MEMBEREMBER direct 2007-09-01
WITHERSPOON ASSET MANAGEMENT LLC MEMBER direct 2012-08-01
WITHERSPOON ASSET MANAGEMENT LLC PARTNER direct 2012-08-01
WITHERSPOON ASSET MANAGEMENT LLC MEMBER AND MANAGING DIRECTOR direct 2012-08-01
STONE CREEK CAPITAL MANAGEMENT LLC CEO AND CCO direct 2016-06-01
STONE CREEK CAPITAL MANAGEMENT LLC MANAGING MEMBER AND CCO direct 2016-06-01

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