CP

Christopher F. Perkins

BILTMORE FAMILY OFFICE
ORLANDO, FL 32801
Some features on this profile are disabled
CRD#: 5065400
CP

Professional summary


Christopher F. W. Perkins, who also goes by Chris Perkins, Christopher Perkins, is a registered financial advisor currently at BILTMORE FAMILY OFFICE, LLC located in Orlando, Florida.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Christopher has worked at 3 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Chris Perkins | Christopher Perkins

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Christopher F. W. Perkins's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

April 28, 2021 - Present

BILTMORE FAMILY OFFICE, LLC

Office #1: 1000 Legion Place, Suite 1250, Orlando, FL 32801
RIA
CRD#: 167174
ORLANDO, FL
Past

September 16, 2015 - June 30, 2017

GFO ADVISORY SERVICES, LLC

RIA
CRD#: 109278
ORLANDO, FL
Past

April 11, 2006 - July 2, 2015

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
DAYTONA BEACH, FL
Past

April 10, 2006 - July 2, 2015

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
DAYTONA BEACH, FL

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BF
BILTMORE FAMILY OFFICE, LLC
BILTMORE FAMILY OFFICE, LLC

CRD#: 167174 / SEC#: 801-78011

RIA
Registered Investment Advisory firm - (5/1/2013 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(5/19/2021)
IAR
North Carolina
(4/28/2021)

Exams


State Security Law Exam
State Security Law Exam
RR
IAR
Series 66
Date: 2/6/2006
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


BF
BILTMORE FAMILY OFFICE, LLC
BILTMORE FAMILY OFFICE, LLC

CRD#: 167174 / SEC#: 801-78011

RIA
Registered Investment Advisory firm - (5/1/2013 Approved)
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Contact information


Main Address
500 East Boulevard, Charlotte, NC 28203
Mailing Address
Phone number
(704) 248-5230
Established
Firm type
Fiscal year end
# of Employees
21

SEC notice filing (8 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Regulatory assets under management


Total Number of Accounts951
AUM (Assets Under Management)$ 3,164,134,924

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
10/28/2025
04/29/2025
04/12/2024
01/27/2023

Red Flags


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Company Information


BILTMORE FAMILY OFFICE, LLC

CRD#: 167174Orlando, FL 32801

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