# Kelsey Hageman Jerman

> Kelsey Hageman Jerman 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/kelsey-hageman-jerman/
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:** 7428526 (https://adviserinfo.sec.gov/individual/summary/7428526)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 65 (2021)
- **Firm size:** 24 employees
- **Disclosures:** None reported
- **Website:** http://www.biltmorefamilyoffice.com

## Frequently asked questions

### Is Kelsey Hageman Jerman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kelsey 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 Kelsey charge for financial advice?

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

### Where is Kelsey Hageman Jerman based?

Kelsey Hageman Jerman is based in Charlotte, North Carolina.

### Is Kelsey Hageman Jerman registered with the SEC?

Yes. Kelsey Hageman Jerman is registered as an investment adviser representative in NC (CRD 7428526), 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 Kelsey Hageman Jerman?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7428526): 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.