Carla Ballard is a control person of Belpointe Asset Management and directly owns under 5% of it.
Belpointe Asset Management is an investment adviser based in Reno, NV, registered with the SEC since 2008. It provides financial planning and investment management. Its clients include high-net-worth individuals, other investment advisers and individual clients. Its regulatory assets under management total $7.58 billion, as filed on 13 May 2026. Its fees, ownership and offices are on the firm’s profile.
Carla Ballard is Senior Vice President of Account Services of Belpointe Asset Management, based in Pittsburgh, Pennsylvania. She is responsible for managing advisor operations, including the servicing department, in-house data team, new advisor onboarding and transitions, and the firm's client service program. She joined Belpointe in 2016 with over two decades of experience in operations and administration across financial sectors, including mortgage banking and real estate title services.
- CRD
- 8153073
- Firm
- Belpointe Asset Management · CRD 143440
- Role
- Senior Vice President of Account Services
- In role since
- September 2021 · 5 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Reno, NV
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- belpointeasset.com
Where does Carla Ballard work?
Carla Ballard has been Senior Vice President of Account Services of Belpointe Asset Management LLC since September 2021, and is a control person of the firm.
How can I verify Carla Ballard’s record?
Carla Ballard’s role is listed on Belpointe Asset Management LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 143440.
