William Estes
Biltmore Family Office · Orlando, Florida
William Estes is a fee-only financial advisor at Biltmore Family Office in Orlando, Florida, who holds the CFA credential. 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 | Orlando, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $3.47B across 86 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL, NC · CRD 8062909 |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | www.biltmorefamilyoffice.com |
How William'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 William
Is William Estes a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William 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 William charge for financial advice?
William's firm, Biltmore Family Office, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is William Estes based?
William Estes is based in Orlando, Florida.
What credentials does William Estes hold?
William Estes holds the CFA credential.
Is William Estes registered with the SEC?
Yes. William Estes is registered as an investment adviser representative in FL and NC (CRD 8062909), 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 William Estes?
Through William'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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