Wealth manager, independent · Reno, NV
Belpointe Asset Management LLC
SEC-registered investment adviser · CRD 143440 · SEC 801-69329
At a glance
Belpointe Asset Management LLC is an SEC-registered investment adviser based in Reno, Nevada, with $7.6B in regulatory assets under management as of its Form ADV filed May 13, 2026. It reports 7,321 individual clients, 1,321 of them high-net-worth, holding an average of about $0.7 million each, and 236 employees. That ranks it 141st among the nation’s 5,657 independent wealth management RIAs and 2nd of 31 in Nevada. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity.
Main office 203-629-3300belpointe.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $7.6B
- Rank among independent wealth managers
- #141 of 5,657
- Rank among all SEC RIAs
- #1,616 of 17,210
- Rank in Nevada
- #2 of 31
- Individual clients
- 7,321
- High-net-worth clients
- 1,321
- Accounts
- 18,990
- Discretionary
- 100% of AUM
- Employees
- 236
- Advisory staff
- 151
- Offices
- 114
Owners and executives on its Form ADV
- Gregory H. SkidmoreChief Executive Officer
- Shane R. StirtonPresident & Chief Operating Officer
- Belena G. VincettiChief Compliance Officer
- Elizabeth M. CarpinellaSenior VP of Finance
- Carla M. BallardSenior Vice President of Account Services
Custody and brokerage
Broker-dealer
Hybrid RIA
Belpointe Asset Management LLC is a hybrid RIA: 15 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 1,321 | $3.6B | 48% |
| Other investment advisers | 3 | $1.9B | 26% |
| Individuals | 6,000 | $1.6B | 21% |
| Pension and profit sharing plans | 168 | $306M | 4% |
| Corporations or other businesses | 92 | $134M | 2% |
| Charitable organizations | 20 | $25M | <1% |
Disciplinary disclosures
Belpointe Asset Management LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗belpointe.com ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Rank against 543 peers of its type and size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Nevada
All of Nevada →| Firm | Regulatory AUM | Clients |
|---|---|---|
| The Ameriflex GroupLAS Vegas | $9.7B | 15,724 |
| The Investment Counsel CompanyLAS Vegas | $2.2B | 401 |
| Arista Wealth Management, LLCLAS Vegas | $1.2B | 377 |
Background
Questions
How much does Belpointe Asset Management LLC manage?
Belpointe Asset Management LLC reports $7.6B in regulatory assets under management across 18,990 accounts, 100% of it on a discretionary basis, on its Form ADV filed May 13, 2026.
How many clients does Belpointe Asset Management LLC have?
It reports 7,321 individual clients: 1,321 high-net-worth individuals and 6,000 other individuals. Individuals account for about 68% of its regulatory assets.
Where is Belpointe Asset Management LLC headquartered?
Its main office is in Reno, Nevada. It reports 114 offices in total and 236 employees, 151 of whom perform investment advisory functions.
How does Belpointe Asset Management LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Belpointe Asset Management LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity. On Schedule D of its Form ADV filed May 13, 2026, it reports these amounts held: Charles Schwab ($3.4B); Fidelity ($617M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Belpointe Asset Management LLC a hybrid RIA with a broker-dealer?
Belpointe Asset Management LLC is a hybrid RIA: 15 of its employees are also registered representatives of a broker-dealer. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Belpointe Asset Management LLC a fiduciary?
As an SEC-registered investment adviser, Belpointe Asset Management LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 15 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Belpointe Asset Management LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-13), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →