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Andrew Pearson Russell

Investment adviser representative at Biltmore Family Office, LLC
14 yearsExperience
1 stateRegistered in
CFADesignation
$3.5BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

14 years in the industry.

  1. Biltmore Family Office, LLCOct 2019 to now
  2. Gorelick Brothers CapitalJun 2012 to Sep 2019

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (NC).

Biltmore Family Office, LLC

$3.5BAssets managed
86Clients
16Advisers
13 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5414590
Firm CRD
167174
Advisor's SEC record (opens in a new tab)
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