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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-26-2007
- Office Locations
- 109
Office Locations
About Belpointe Asset Management LLC
Belpointe Asset Management LLC is part of the Belpointe platform alongside Belpointe Wealth Management, Belpointe Specialty Insurance Partners, and Greenwich Legal Associates. The firm serves retail and institutional investors, including entrepreneurs and accredited clients, with asset management and wealth planning services such as portfolio construction, financial/tax planning, and insurance solutions. Investment work spans active strategies using ETFs, mutual funds, and alternative vehicles.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GREGORY HASBROUCK SKIDMORE
Chief Executive Officer, Financial Advisor
- CRD
- #4709360
- Ownership
- 25% but less than 50%
SHANE ROY STIRTON
CHIEF OPERATING OFFICER, President
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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PHILIP CONGER ADAMS
Senior Wealth Advisor
- CRD
- #3178067
Peter Anderson
--
- CRD
- #6097621
Showing 2 of 175 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,577,693,628 | $399,036 |
| Non-Discretionary | $0 | -- |
| Total | $7,577,693,628 | $399,036 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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