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AllocatorsInvestment consultant

Biltmore Family Office LLC

Allocators

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Search this name across graphsid dfx:al:48add2bb-035d-411a-a6d5-44850382ac57

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 2:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 1
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Plan clients: 1Form 5500 Schedule C
Public clients: 0
Advisory clients: 1
Recommended commitments: 0derived
Latest client year end: Jun 30, 2023

Plan clients

plans naming this consultant on Form 5500 Schedule C or in their own reports

Plan	Role	From	To	Current	Evidence
Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.	Investment adviser	Jul 1, 2022	Jun 30, 2023	no	fact

Relationships

Advised by (1)

← Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.PlanInvestment adviser
Jul 1, 2022 to Jun 30, 2023factForm 5500

Dated events

Occurred
Dec 31, 2023
Manager relationship ended
Biltmore Family Office LLC no longer appears on Retirement Plan for Hourly and Salaried Employees of Donsco, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)
Form 5500observed 5 days ago

Provenance

Graph: Allocators
Canonical id: dfx:al:48add2bb-035d-411a-a6d5-44850382ac57
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.