Peter Jameson Harris
Investment Adviser Representative at Biltmore Family Office, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Peter Jameson Harris is an investment adviser representative with Biltmore Family Office, LLC in Charlotte, NC, where they have been registered since 2022, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in North Carolina.
Office
Advisors at this office: 9
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- North Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- NorthCoast Asset ManagementJun 2015 – Apr 2021Greenwich, CT
- Adherence, LLCJun 2021 – Oct 2021New York, NY
- Biltmore Family Office, LLCOct 2021 – no end date reportedCharlotte, NC
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Biltmore Family Office, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- First $10,000,0001.00%
- $10,000,001 - $25,000,0000.85%
- $25,000,001 and over0.50%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Governance & Education, Investment Services, Customized Planning, and Reporting & Technology, including estate planning, wealth planning, portfolio management, and research.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 16
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Charlotte, NC
- SEC file number:
- 801-78011
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 23, 2026
View full firm profileOther advisors at Biltmore Family Office, LLC
Showing 12 of 16 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Peter Jameson Harris has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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