Kelsey Hageman Jerman
Biltmore Family Office · Charlotte, North Carolina
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.
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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 7428526 |
| Exams passed | Series 65 (2021) |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | www.biltmorefamilyoffice.com |
How Kelsey'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 Kelsey
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.
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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