James Gregory
Biltmore Family Office · Charlotte, North Carolina
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.
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Facts
| Firm | Biltmore Family Office |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $3.47B across 86 accounts |
| SEC registration | Investment adviser representative in NC · CRD 3151829 |
| Exams passed | Series 63 (2000) · Series 65 (2018) |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | www.biltmorefamilyoffice.com |
How James's firm compares
- Biltmore Family Office's average account is about $40.3 million, from its Form ADV (assets managed divided by 86 accounts).
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Questions about James
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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