# James Gregory

> James Gregory is a fee-only financial advisor at Biltmore Family Office in Charlotte, North Carolina. Biltmore Family Office reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/james-gregory/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Biltmore Family Office
- **Based in:** Charlotte, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $3.47B across 86 accounts
- **CRD:** 3151829 (https://adviserinfo.sec.gov/individual/summary/3151829)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 63 (2000), Series 65 (2018)
- **Firm size:** 24 employees
- **Disclosures:** None reported
- **Website:** http://www.biltmorefamilyoffice.com

## Frequently asked questions

### Is James Gregory a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Biltmore Family Office reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does James charge for financial advice?

James's firm, Biltmore Family Office, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is James Gregory based?

James Gregory is based in Charlotte, North Carolina.

### Is James Gregory registered with the SEC?

Yes. James Gregory is registered as an investment adviser representative in NC (CRD 3151829), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Biltmore Family Office manage?

Biltmore Family Office reports $3.47B across 86 accounts in assets under management.

### How do I contact James Gregory?

Through James's website, www.biltmorefamilyoffice.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3151829): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.