Frank W. Schornagle
Professional summary
Frank William Schornagle III is a registered financial advisor currently at BILTMORE FAMILY OFFICE, LLC located in Orlando, Florida.
Frank is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Frank has worked at 3 firms and has passed the Series 65, Series 63, Series 3, Series 15 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Frank William Schornagle III's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 20, 2016 - Present
BILTMORE FAMILY OFFICE, LLC
Office #1: 1000 Legion Place, Suite 1250, Orlando, FL 32801February 12, 2004 - May 10, 2016
GFO ADVISORY SERVICES, LLC
April 18, 1984 - March 26, 1987
E. F. HUTTON & COMPANY INC
Primary Firm SEC Registration
BILTMORE FAMILY OFFICE, LLC
CRD#: 167174 / SEC#: 801-78011
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/20/2016)
(5/31/2016)
Exams
Series 15
Date: 1/11/1985
Foreign Currency Options ExaminationCurrent Firm
BILTMORE FAMILY OFFICE, LLC
CRD#: 167174 / SEC#: 801-78011
Contact information
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 951 |
| AUM (Assets Under Management) | $ 3,164,134,924 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 04/29/2025 | ||
| 04/12/2024 | ||
| 01/27/2023 |
Red Flags
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