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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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Belpointe Asset Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Belpointe Asset Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Belpointe Asset Management?","answer":"Belpointe Asset Management is owned through a chain of holding companies by Brooks and Skylar Lacoff. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}