Belpointe

Overview

Belpointe Asset Management, LLC is registered with the U.S. Securities and Exchange Commission under CRD number 143440 and SEC file number 801-69329. The firm reports more than $7.5 billion in regulatory assets under management in its Form ADV filing dated May 13, 2026.¹

History

Belpointe’s parent family of companies reports that it was founded in 2001 and operates nationwide. Greg Skidmore founded Belpointe Asset Management with Brandon Lacoff in 2007.²³

Timeline

1. 2001Belpointe’s parent family of companies reports that it was founded in 2001 and operates nationwide.
2. 2007Greg Skidmore founded Belpointe Asset Management with Brandon Lacoff in 2007.
3. 2026The firm reports more than $7.5 billion in regulatory assets under management in its Form ADV filing dated May 13, 2026.

Leadership

Greg Skidmore is Chief Executive Officer. Shane Stirton is President, and Belena Vincetti, MBA, CFP, is Chief Compliance Officer.³⁴⁵

Edward Robertson is Chief Technology Officer, Liz Morrow is Senior Vice President of Finance, Grant Cook is Vice President of Business Development, and Carla Ballard is Senior Vice President of Account Services.⁶

Services

The firm provides investment management using global, domestic, international, and emerging-market strategies. Asset-allocation methodologies are available across portfolios.²

Belpointe’s wealth-planning services coordinate investment management, tax planning, estate preservation, cash-flow management, risk management, and retirement planning.²

Through its ecosystem and partners, Belpointe says it can facilitate insurance solutions, small-business retirement plans, family-office formation and servicing, public and private fund startup and administration, corporate consulting, and mergers and acquisitions.²

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Administration and bill pay
• Risk and insurance
• Retirement planning
• Cross-border planning

Client Focus

Belpointe serves individuals, financial advisors, corporations, private trusts, nonprofits, pension plans, private funds, and other institutions.²

Approach

Belpointe describes its approach as combining data analysis and technology with experience, intuition, and creativity in financial planning.²

Assets

Belpointe reports more than $7.5 billion in regulatory assets under management in its Form ADV filing dated May 13, 2026.¹

By the numbers

FAQs

Related resources

• LocationMultifamily offices in Nevada

  This Nevada directory gives a family or business owner a way to compare firms serving clients in the state while considering investment management and planning needs. It may also help frame questions about tax planning, administration, risk coverage, retirement, or cross-border matters before speaking with an adviser.

• Network siteCapitalGainsTax.com

  CapitalGainsTax.com provides guides on capital gains tax and planning approaches that may affect investment decisions, business sales, trusts, or inherited assets. A reader can use these materials to identify tax questions for Belpointe Asset Management about portfolio management, financial planning, and coordination with tax professionals.

• Network siteFamilyOfficeDatabases.com

  FamilyOfficeDatabases.com contains databases covering family offices and investors. A wealthy family or business owner can use them to understand how family offices are structured, identify relevant investor or advisory relationships, and prepare questions about Belpointe Asset Management's services for individuals, businesses, trusts, nonprofits, and institutions.

• DataMFO registration status data

  The MFO registration status page offers a way to review registration information for multifamily offices and related firms. This can help a prospective client organize due diligence questions about regulatory status, investment management, financial planning, and the types of clients and services an adviser may serve.

• Similar firmsKingsbridge Wealth Management, Inc.
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  Profiles for Kingsbridge Wealth Management, Inc., Schultz Financial Group Incorporated, and SoHo Capital provide comparison points for a reader reviewing wealth management options. Looking across these firms can help a family or business owner clarify preferred services, client focus, planning needs, and questions to raise with Belpointe Asset Management.

Sources

1. SEC Form ADV for Belpointe Asset Management, LLC
2. Belpointe
3. About Belpointe Asset Management
4. About Belpointe Asset Management
5. About Belpointe Asset Management
6. About Belpointe Asset Management

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.