BILTMORE CAPITAL ADVISORS, LLC
Legal name: BILTMORE CAPITAL ADVISORS
CRD #143965 SEC #801-68057 BOCA RATON, FL 888-391-4563
SEC Registered
Total AUM
$519.4M
Discretionary
$519.4M
Employees
7
Clients
11
Accounts
942
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 24, 2022
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HOLMES, KAY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PINGELTON, WESLEY, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PINGELTON, WESLEY, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PINGELTON, WESLEY, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| UHLINGER, JOHN, HOLLIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| UHLINGER, JOHN, HOLLIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| UHLINGER, JOHN, HOLLIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VERNON, DANIEL, TYLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| VERNON, DANIEL, TYLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| VERNON, DANIEL, TYLER | I | MANAGING MEMBER | E | Control |
| VERNON, DANIEL, TYLER | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBEREMBER | E | Control |
| VERNON, DANIEL, TYLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| VERNON, DANIEL, TYLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| VERNON, DANIEL, TYLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| VERNON, DANIEL, TYLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| VERNON, DANIEL, TYLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| VERNON, DANIEL, TYLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| VERNON, DANIEL, TYLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| VERNON, DANIEL, TYLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| VERNON, DANIEL, TYLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| VERNON, DANIEL, TYLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| VERNON, DANIEL, TYLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| VERNON, DANIEL, TYLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| VERNON, DANIEL, TYLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| VERNON, DANIEL, TYLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| VERNON, DANIEL, TYLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| VERNON, DANIEL, TYLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| VERNON, DANIEL, TYLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| VERNON, DANIEL, TYLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| VERNON, DANIEL, TYLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| VERNON, DANIEL, TYLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| VERNON, DANIEL, TYLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| VERNON, DANIEL, TYLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| VERNON, DANIEL, TYLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| VERNON, DANIEL, TYLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| VERNON, DANIEL, TYLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| VERNON, DANIEL, TYLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| VERNON, DANIEL, TYLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| VERNON, DANIEL, TYLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| VERNON, DANIEL, TYLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| VERNON, DANIEL, TYLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| VERNON, DANIEL, TYLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| VERNON, DANIEL, TYLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOTSFORD, ERIN, THERESA | I | MANAGING MEMBER | D | Control |
| BOTSFORD, ERIN, THERESA | I | MANAGING MEMBER | D | Control |
| BOTSFORD, ERIN, THERESA | I | MANAGING MEMBER | D | Control |
| VERNON, DANIEL, T. | I | MANAGING MEMBER | D | Control |
| VERNON, DANIEL, T. | I | MANAGING MEMBER | D | Control |
| VERNON, DANIEL, T. | I | MANAGING MEMBER | D | Control |
| VERNON, DANIEL, TYLER | I | MANAGING MEMBER | D | Control |
| VERNON, DANIEL, TYLER | I | MANAGING MEMBER | D | Control |
| VERNON, DANIEL, TYLER | I | MANAGING MEMBER | D | Control |
| BOTSFORD, ERIN, THERESA | I | MANAGING MEMBER | C | Control |
| BOTSFORD, ERIN, THERESA | I | MANAGING MEMBER | C | Control |
| BOTSFORD, ERIN, THERESA | I | MANAGING MEMBER | C | Control |
| HOLMES, KAY, LYNN | I | MANAGING MEMBER | C | Control |
| HOLMES, KAY, LYNN | I | MANAGING MEMBER | C | Control |
| HOLMES, KAY, LYNN | I | MANAGING MEMBER | C | Control |
| RALPH, TIMOTHY, JAMES | I | COO | B | Control |
| RALPH, TIMOTHY, JAMES | I | COO | B | Control |
| RALPH, TIMOTHY, JAMES | I | COO | B | Control |
| RALPH, TIMOTHY, JAMES | I | COO | B | Control |
| RALPH, TIMOTHY, JAMES | I | COO | B | Control |
| RALPH, TIMOTHY, JAMES | I | COO | B | Control |
| RALPH, TIMOTHY, JAMES | I | COO | B | Control |
| RALPH, TIMOTHY, JAMES | I | COO | B | Control |
| RALPH, TIMOTHY, JAMES | I | COO | B | Control |
| RALPH, TIMOTHY, JAMES | I | COO | B | Control |
| RALPH, TIMOTHY, JAMES | I | COO | B | Control |
| RALPH, TIMOTHY, JAMES | I | COO | B | Control |
| RALPH, TIMOTHY, JAMES | I | COO | B | Control |
| RALPH, TIMOTHY, JAMES | I | COO | B | Control |
Registrations
Federal
IA
Jan 24, 2022 REGISTERED
Notice Filings (32)
AR AZ CA CO CT FL GA ID IL IN KY LA MA MD MN MS MT NC NE NJ NM NV NY OH OK PA TN TX UT VA WA WI
Address
2799 NW 2ND AVENUESUITE 101
BOCA RATON, FL 33431
United States
Phone: 888-391-4563