Peter Jameson Harris
Investment adviser representative at Biltmore Family Office, LLC
6 yearsExperience
1 stateRegistered in
$3.5BFirm assets
13 yearsFirm in business
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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
6 years in the industry.
- Biltmore Family Office, LLCOct 2021 to now
- Adherence, LLCJun 2021 to Oct 2021
- Northcoast Asset ManagementJun 2015 to Apr 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 7498702
- Firm CRD
- 167174