Kellie Hall
Biltmore Family Office · Charlotte, North Carolina
Kellie Hall 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 FL, NC · CRD 5996659 |
| Exams passed | Series 65 (2012) |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | www.biltmorefamilyoffice.com |
How Kellie'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 Kellie
Is Kellie Hall a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kellie 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 Kellie charge for financial advice?
Kellie's firm, Biltmore Family Office, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kellie Hall based?
Kellie Hall is based in Charlotte, North Carolina.
Is Kellie Hall registered with the SEC?
Yes. Kellie Hall is registered as an investment adviser representative in FL and NC (CRD 5996659), 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 Kellie Hall?
Through Kellie'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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