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Belpointe Asset Management

Wealth managementRIA network

Reno, NVCRD 143440Updated

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.

$7.58B
AUM
7,604
Clients
$705K
AUM per individual client
151
Advisory staff
114
Offices
2.50%
Annual fee
Up to

From Form ADV filed 13 May 2026SEC record

Services and clients

Belpointe Asset Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars. Financial planning was provided to 101–250 clients last fiscal year.

Belpointe Asset Management reports 7,604 clients. They include 6,000 individual clients, 1,321 high-net-worth individuals, and 168 pension and profit-sharing plans. Of its assets, 100.0% ($7.58B across 18,990 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $116M. Of its clients, 1% are outside the U.S. It advised 109 clients without assets under management last fiscal year.

Clients and assets by client type
Clients7,604 clients
Assets$7.58B
Share of clients and assets by client type
Client typeClientsAssets
Individuals (other than HNW)79%21%
High-net-worth individuals17%48%
Pension and profit-sharing plans2%4%
Charitable organizations<1%<1%
Other investment advisers<1%26%
Other client typesCorporations and other businesses1%2%
Client breakdown and activity details
Individuals (other than HNW)
Clients
6,000
Regulatory AUM
$1.56B
AUM share
20.6%
Avg. per client
$260K
High-net-worth individuals
Clients
1,321
Regulatory AUM
$3.6B
AUM share
47.5%
Avg. per client
$2.73M
Pension and profit-sharing plans
Clients
168
Regulatory AUM
$306M
AUM share
4.0%
Avg. per client
$1.82M
Charitable organizations
Clients
20
Regulatory AUM
$24.7M
AUM share
0.3%
Avg. per client
$1.24M
Other investment advisers
Clients
Fewer than 5
Regulatory AUM
$1.95B
AUM share
25.7%
Avg. per client
$650M
Corporations and other businesses
Clients
92
Regulatory AUM
$134M
AUM share
1.8%
Avg. per client
$1.46M

Total

Clients
7,604
Regulatory AUM
$7.58B
AUM share
100%
Avg. per client
—
Clients outside the U.S.
1%
Clients advised without assets under management last fiscal year
109
Private funds advised
0
Financial planning clients last fiscal year
101–250

Fees and minimums

Belpointe Asset Management charges up to 2.50% a year for its Assets Under Management Fee; its fees and minimums are set out in its brochures on the SEC website.

Ownership and people

Belpointe Financial Holdings, LLC owns 75% or more of Belpointe Asset Management and is in turn owned by Belpointe Wealth Holdings, LLC (50–75%). Gregory Skidmore is CEO; the leadership team includes President Carla Ballard, Chief Operating Officer Shane Stirton and Chief Compliance Officer Belena Vincetti. It has 236 employees, 151 of them in advisory roles.

Leadership

Investment adviser representatives

171 representatives listed in the SEC register as of 9 October 2026.

  • Philip Conger Adams
  • Peter Anderson
  • Nicolas John Andriotis
  • Howard Azer
  • Gregory Raymond Banner
  • Peter Thomas Barcia
  • Robert Michael Beseke
  • Michael William Best
  • Joseph Biwer
  • Todd M Blazei
  • Sachin Madhukar Borde
  • Nicholas Joel Bravo

Staff

  • 236 employees
  • 151 in advisory functions
  • 149 state-registered reps
  • 15 broker-dealer reps
  • 103 insurance agents
  • 17 soliciting firms
Who owns the firm
Belpointe Asset Management LLC· the adviser

  • Belpointe Financial Holdings, LLC

    Control person · since April 2007

    Owns 75% or more of Belpointe Asset Management LLC

  • Gregory Skidmore

    Control person · since February 2007

    Owns 25% to 50% of Belpointe Asset Management LLC

  • Shane Stirton

    Control person · since November 2020

    Owns 25% to 50% of Belpointe Asset Management LLC

Growth and acquisitions

Belpointe Asset Management’s regulatory assets grew 3.7× from $2.08B (July 2021) to $7.58B (May 2026); clients rose from 5,139 to 7,604 and employees from 155 to 236.

By annual filing
Measure
Figures from each annual filing
Belpointe Asset Management figures from each annual Form ADV filing
FiledRegulatory AUMClientsStaffEmployeesOffices
May 2026May 2026$7.58B7,604236114
Jul 2025July 2025$6.01B6,529236108
Mar 2024March 2024$4.3B6,76921596
Mar 2023March 2023$3.86B8,18022696
Mar 2022March 2022$3.36B7,43221296
Jul 2021July 2021$2.08B5,13915527

Offices and registration details

Besides its headquarters, Belpointe Asset Management has 113 offices, with 26 listed addresses across 14 states.

Listed office addresses by state

Nevada · 1 listed address

  • 500 Damonte Ranch Parkway, Building 700, Unit 700, RenoHQ

Other business names

Belpointe Asset Management has reported 79 other business names to the SEC.

  • Advanced Planning Strategies
  • Afin Family Wealth Management, Inc.
  • Aletheia Advisory Services, LLC
  • Ambre Financial
  • Anthem Advisors, LLC
  • Apercu Advisors, LLC
  • Arden Hill Partners
  • Ase Private Wealth
  • Aspen Peak Wealth Management, LLC
  • Asset Preservation Strategies, Inc.
  • Azer, Driscoll & Desimone, LLC
  • Beall Financial Planning, Inc.
Show all 79 names
  • Belpointe
  • Belpointe Wealth Management
  • Birchfield Partners, LLC
  • Borde Global Wealth Management
  • Borough Wealth Management, LLC
  • Capiros Wealth Management
  • Chaslyn Financial Group, Inc.
  • Chatham Street Advisors
  • Cone Wealth Management
  • Crest Advisors, LLC
  • D'Andrea Financial Services
  • D.H. Hill Advisors, Inc.
  • Donald M. Jump, CPA, Inc.
  • EP Tremblay & Associates, Inc.
  • Financial Design Labs
  • Fruition Financial, LLC
  • Full Sail Financial
  • Fuquay Financial Planning
  • GBJ Scott Financial, Inc.
  • Gfo Wealth Management, LLC
  • Guardian Capital Management, LLC
  • Haven Advisory Partners
  • Haven Financial Advisors, LLC
  • Holly Wealth Planning
  • Horst & Jager
  • J.o.y. Wealth Partners
  • Jump, Perry and Company, LLP
  • Kappan Financial
  • Kelly Day Financial Services
  • Key Concerns, Inc.
  • LRVS Advisory Group
  • Legacy Partners Group Financial, LLC
  • Lewis Wealth Management
  • Mike Hindman Wealth Advisors, LLC
  • Mongar Financial Solutions
  • Mountain Financial Capital
  • Navigation Wealth Management, LLC
  • Nolan & Maloney Financial Partners
  • Oak Leaf Capital Partners, LLC
  • Odyssey Wealth Network
  • Opus Wealth Management
  • Palmerston Group Advisors
  • Platinum Family Wealth of Beverly Hills, LLC
  • Purpose Comprehensive Wealth Management, LLC
  • R.D. Tunick, Inc.
  • Redwood Financial Strategies
  • Rowe Financial
  • SC Capital Advisors
  • Sanderling Partners
  • Sangwin Investments
  • Sarah Carr Financial
  • Schreck Wealth Management, LLC
  • Seahorse Family Office
  • Sooner Private Financial Council
  • Stein Capital Management
  • Sumner Financial Advisors, LLC
  • Swellcraft Capital, LLC
  • Synergy Wealth Management
  • TM Financial Planning
  • Third Avenue Wealth
  • Three Pillars Wealth Management, LLC
  • Tudor Crest Capital LLC
  • Twenty-Twenty Wealth & Advisory Partners LLC
  • Two Rivers Wealth Advisors, LLC
  • Wealth Management Solutions, LLC
  • Wilcox Financial Services
  • Zimmerer & Tecle Private Wealth Management, LLC

Contact and registration details

Legal name
Belpointe Asset Management LLC
Headquarters
500 Damonte Ranch Parkway, Building 700, Unit 700, Reno, NV 89521
Website
belpointe.com
Phone
203-629-3300
LinkedIn
@belpointe
X
@Belpointe
SEC file
801-69329
Structure
Connecticut LLC
Fiscal year end
December

Custodians

Belpointe Asset Management’s named custodians for separately managed accounts are Charles Schwab ($3.4B, 85%) and Fidelity ($617M, 15%). Belpointe Asset Management has custody of client assets.

Reported separately managed account assets by custodian
$4.01B
named custodians
  • Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $3.4B85%
  • FidelityFidelity Brokerage Services LLC · Smithfield, RI · $617M15%

Investments and reported holdings

At year end, Belpointe Asset Management’s separately managed accounts were mostly in funds (53%) and stocks (31%). Its reported 13F holdings for the quarter ended 30 June 2026 total $3.06B across 1,121 positions; the largest are Invesco Qqq Trust (3.0%), SPDR S&P 500 ETF (2.9%) and Nvidia Corporation (2.6%).

What the accounts hold

Separately managed account assets by class, year end
  • Stocks31%
  • Funds53%
    • Registered funds49%
    • Pooled vehicles4%
  • Bonds7%
    • Investment grade corporate bonds4%
    • U.S. government and agency bonds2%
    • State and local bonds1%
  • Cash9%

Reported 13F holdings

$3.06B
Reported 13F value
1,121
Positions
21.4%
In the 10 largest
+11.7%
Value vs. prior quarter
Ten largest positions, share of reported value
  1. Invesco Qqq TrustETF3.0%
  2. SPDR S&P 500 ETFETF2.9%
  3. Nvidia Corporation2.6%
  4. Apple Inc.2.4%
  5. Anydrus Advantage ETFETF2.2%
  6. Schwab U.S. Large-cap Growth ETFETF2.1%
  7. Nelson SelectETF1.7%
  8. Collaborative Investmnt SerETF1.6%
  9. Vanguard S&P 500 ETFETF1.4%
  10. Amazon Com Inc.1.4%

Together, the ten largest are 21.4% of reported value.

The 50 largest positions and quarterly changesQuarter ended 30 June 2026 · filed 31 July 2026

Common questions

How many clients does Belpointe Asset Management have?

Belpointe Asset Management has 7,604 clients and manages $7.58 billion for them, as of May 2026. They include 6,000 individual clients, 1,321 high-net-worth individuals, and 168 pension and profit-sharing plans.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 May 2026

What services does Belpointe Asset Management offer?

Belpointe Asset Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How much does Belpointe Asset Management charge?

Belpointe Asset Management charges up to 2.50% a year for its Assets Under Management Fee.

Source: BELPOINTE FORM ADV 2A, filed 13 May 2026

Which custodians does Belpointe Asset Management use?

Belpointe Asset Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $3.4B and Fidelity Brokerage Services LLC (Smithfield, RI), with $617M. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 May 2026

How many financial advisors does Belpointe Asset Management have?

Belpointe Asset Management has 149 investment adviser representatives registered with state securities authorities, out of 236 employees, and 151 perform investment advisory functions. 15 employees are registered representatives of a broker-dealer and 103 employees are licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does Belpointe Asset Management invest in?

At the end of its last fiscal year, Belpointe Asset Management’s separately managed accounts held 49% registered funds (mutual funds, ETFs, BDCs), 31% exchange-traded equities, 9% cash and equivalents, 4% investment grade corporate bonds, 4% pooled vehicles (private funds and similar), 2% U.S. government and agency bonds and 1% state and local bonds.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Belpointe Asset Management?

Belpointe Asset Management is owned through a chain of holding companies by Brooks and Skylar Lacoff. Its direct owners are Gregory Skidmore (25% to 50%), Belpointe Financial Holdings, LLC (75% or more) and Shane Stirton (25% to 50%).

Source: Form ADV Part 1A, Schedules A and B, filed 13 May 2026

How does Belpointe Asset Management get paid?

Belpointe Asset Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

How do I contact Belpointe Asset Management?

Belpointe Asset Management’s main office is at 500 Damonte Ranch Parkway, Building 700, Unit 700, Reno, NV 89521. Its phone number is 203-629-3300. Its website is belpointe.com.

Source: Form ADV Part 1A, Item 1.F, filed 13 May 2026

Sources and methodology

  1. Form ADV Part 1A, amendment filed 13 May 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. BELPOINTE FORM ADV 2A, submitted 13 May 2026.
  3. SEC-filed document.
  4. IAPD firm record, CRD 143440.
  5. SEC registered adviser data, annual Form ADV amendments filed 13 July 2021 to 13 May 2026. Items 1.F and 5.
  6. SEC investment adviser representative register, as of 9 October 2026; loaded 10 October 2026.
  7. Form 13F-HR, filed 31 July 2026 for the quarter ended 30 June 2026.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since. Disciplinary history is not yet shown here. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. The logo is reproduced for identification from Belpointe Asset Management LLC, website.

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