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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between October 28, 2025 and May 13, 2026, reported AUM increased 26.1%, from $6.0B to $7.6B.
Across 5 reported observations, AUM increased 125.7% between October 10, 2022 and May 13, 2026, from $3.4B to $7.6B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 151 advisory representatives and 7,713 clients, or 51.1 clients per representative. That equates to $982.5K in reported AUM per client.
The profile lists 109 reported office locations and 19 years in operation. The source data was last updated on May 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Belpointe Asset Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Belpointe Asset Management LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Belpointe Asset Management LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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