Belpointe Asset Management Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 143440
· SEC file 801-69329
· Reno, NV
· www.youtube.com
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ADV data as of May 13, 2026
- Regulatory AUM
- $7.6B
- Discretionary
- $7.6B
- Clients
- 7,604
- Avg AUM / client
- $997K
- Accounts
- 18,990
- Employees
- 236
AUM over time
$198M
$7.6B
Dec 2011
May 2026
Annual snapshots from Form ADV filings · as of May 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 6,000 | $1.6B | 20.6% |
| High net worth individuals | 1,321 | $3.6B | 47.5% |
| Pension and profit sharing plans | 168 | $306M | 4.04% |
| Charitable organizations | 20 | $24.7M | 0.33% |
| Other investment advisers | 3 | $1.9B | 25.7% |
| Corporations and other businesses | 92 | $134M | 1.77% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Newbasis, Llc Savings And Retirement Plan And Trust 401(k) Plan Newbasis, Llc | 2024 | |
| Collaborative Retirement Trust Santee Sioux Nation | 2024 | |
| Metro West Anesthesia Group, Inc. 401(k) Plan Metro West Anesthesia Group, Inc. | 2024 |
People (180)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gregory Hasbrouck Skidmore | Chief Executive Officer | Feb 2007 (20y) | ≈ 37.5% – 75% via Belpointe Financial Holdings, Llc | |
| Lacoff, Brandon, Eric | Member | Mar 2007 (19y) | GP / trustee / elected manager of F Focal Ii, Flp (indirect) | |
| Lacoff, Brooks, Ethan | Beneficiary | Jan 2010 (17y) | ≈ 4.69% – 31.64% via Lacoff Family Trust | |
| Lacoff, Martin, Shepard | Trustee | Jan 2010 (17y) | GP / trustee / elected manager of Lacoff Family Trust (indirect) | |
| Lacoff, Skylar, Ann | Beneficiary | Jan 2010 (17y) | ≈ 4.69% – 31.64% via Lacoff Family Trust | |
| Lacoff, Zachary, David | Beneficiary | Jan 2010 (17y) | ≈ 4.69% – 31.64% via Lacoff Family Trust | |
| David Charles Nelson | Chief Strategy Officer | CFA | Nov 2020 (6y) | Less than 5% |
| Stirton, Shane, Roy | President & Chief Operating Officer | Nov 2020 (6y) | Less than 5% | |
| Belena Gay Vincetti | Chief Compliance Officer | CFP | Feb 2021 (5y) | Less than 5% |
| Carpinella, Elizabeth, Morrow | Senior Vp Of Finance | Jun 2021 (5y) | Less than 5% | |
| Robertson, Edward, Livingston | Chief Technology Officer | Aug 2021 (5y) | Less than 5% | |
| Pedro Alfredo Ramirez | Registered representative | Jun 2009 (17y) | ||
| Peter Thomas Barcia | Registered representative | CFA | Jun 2009 (17y) | |
| Philip Conger Adams | Registered representative | Dec 2013 (13y) | ||
| Donald William Kisselbach | Registered representative | Nov 2014 (12y) | ||
| Andrew Jeff Liebaert | Registered representative | CFP | Dec 2015 (11y) | |
| Daniel Robert Morris | Registered representative | Dec 2015 (11y) | ||
| Jennifer Rachel Brown | Registered representative | Mar 2016 (10y) | ||
| Michael Ronald Hindman | Registered representative | May 2016 (10y) | ||
| Vincent William Perna | Registered representative | Jun 2016 (10y) | ||
| Hugh J Halsey | Registered representative | Aug 2016 (10y) | ||
| Colleen Marie Giffin | Registered representative | CFP | Sep 2016 (10y) | |
| Adam Jose Saldana | Registered representative | Dec 2016 (10y) | ||
| Joseph F Schreck | Registered representative | CFP | Jan 2017 (10y) | |
| Terry Marvin Rabe | Registered representative | Apr 2017 (9y) | ||
| Donald Mark Jump | Registered representative | Apr 2017 (9y) | ||
| Mark Alan Borough | Registered representative | Apr 2017 (9y) | ||
| Gary Gene Ward | Registered representative | Jun 2017 (9y) | ||
| Ryan Anthony Rowe | Registered representative | Aug 2017 (9y) | ||
| Thomas M Formhals | Registered representative | Aug 2017 (9y) | ||
| Kenneth Dean Quiat | Registered representative | Sep 2017 (9y) | ||
| George Benjamin Joseph Scott | Registered representative | May 2018 (8y) | ||
| John Godfrey Lauroesch | Registered representative | CFA | May 2018 (8y) | |
| Lawrence Ardley Hart | Registered representative | Jul 2018 (8y) | ||
| Paul Edward Lewis | Registered representative | CFP | Aug 2018 (8y) | |
| Nathan Caleb Lewis | Registered representative | CFP | Aug 2018 (8y) | |
| Jarrett G Meadors | Registered representative | Aug 2018 (8y) | ||
| John Thomas Dwyer | Registered representative | Sep 2018 (8y) | ||
| Garrett John Devine | Registered representative | Dec 2018 (8y) | ||
| Thomas Joseph Casey | Registered representative | CFP | Dec 2018 (8y) | |
| Jay Alan Murray | Registered representative | Jan 2019 (8y) | ||
| Mark Alan Vanvoorhees | Registered representative | CFP | Jan 2019 (8y) | |
| Michael John Reisel | Registered representative | Jan 2019 (8y) | ||
| Charles Lloyd Gorenberg | Registered representative | Chartered Financial Consultant | Feb 2019 (7y) | |
| James Louis Lombardo | Registered representative | Feb 2019 (7y) | ||
| William John Schmidt | Registered representative | Mar 2019 (7y) | ||
| Clifton Anthony Ross | Registered representative | May 2019 (7y) | ||
| Mitchell Neil Weiman | Registered representative | May 2019 (7y) | ||
| Andrew Austin Sherwin | Registered representative | CFP Chartered Financial Consultant | Jul 2019 (7y) | |
| Robert Eng | Registered representative | CFA | Dec 2019 (7y) | |
| Felipe Juan Antonio Colon | Registered representative | Feb 2020 (6y) | ||
| John A Colon | Registered representative | Feb 2020 (6y) | ||
| Stacy Jo Mongar | Registered representative | Chartered Financial Consultant | Mar 2020 (6y) | |
| Mark L Tremblay | Registered representative | Mar 2020 (6y) | ||
| Thomas Frederick Mcginnis | Registered representative | Chartered Financial Consultant | May 2020 (6y) | |
| Gregory Arthur Gauthier | Registered representative | May 2020 (6y) | ||
| Loic Le Mener | Registered representative | CFP | Jul 2020 (6y) | |
| William John Sutherland | Registered representative | Aug 2020 (6y) | ||
| Todd M Blazei | Registered representative | Sep 2020 (6y) | ||
| Daniel Kenneth Smith | Registered representative | Sep 2020 (6y) | ||
| Dana Larry Crosby | Registered representative | CFP CFA | Dec 2020 (6y) | |
| Rick Melvin Stein | Registered representative | Dec 2020 (6y) | ||
| William Scott Wilson | Registered representative | Dec 2020 (6y) | ||
| Paul Gregory Pakstis | Registered representative | Jan 2021 (6y) | ||
| Diana Elizabeth Hunter | Registered representative | Jan 2021 (6y) | ||
| Jeffrey P. Heppard | Registered representative | Mar 2021 (5y) | ||
| Katherine M Clausen | Registered representative | Apr 2021 (5y) | ||
| John Ronald Masciandaro | Registered representative | CFP | Jun 2021 (5y) | |
| Luke Elvin Joseph Will | Registered representative | CFP | Jun 2021 (5y) | |
| Marian Bliss White | Registered representative | CFP | Jul 2021 (5y) | |
| William Raymond White | Registered representative | Jul 2021 (5y) | ||
| Harrison Taylor Wallace | Registered representative | Aug 2021 (5y) | ||
| William Gifford Mccormick | Registered representative | CFA | Aug 2021 (5y) | |
| Devery Rustin Cagle | Registered representative | CFP | Sep 2021 (5y) | |
| Matthew Ryan Fechter | Registered representative | Nov 2021 (5y) | ||
| Charles John Zimmerer | Registered representative | Feb 2022 (4y) | ||
| Alexander Semare Tecle | Registered representative | Mar 2022 (4y) | ||
| Scott Keith Mullen | Registered representative | Jun 2022 (4y) | ||
| Cory M. Spencer | Registered representative | Aug 2022 (4y) | ||
| Steve Eric Ward | Registered representative | Aug 2022 (4y) | ||
| Edward Kirk Noll | Registered representative | Sep 2022 (4y) | ||
| John Jerold Ceaglske | Registered representative | Sep 2022 (4y) | ||
| Robert Michael Beseke | Registered representative | Sep 2022 (4y) | ||
| William Barry Matt | Registered representative | CFP | Sep 2022 (4y) | |
| John E. Witczak | Registered representative | Sep 2022 (4y) | ||
| Thomas F. Wozniak | Registered representative | Sep 2022 (4y) | ||
| Charles Edward Balis | Registered representative | Nov 2022 (4y) | ||
| Diane Marie Watson | Registered representative | Nov 2022 (4y) | ||
| Giovanni Todesco | Registered representative | Nov 2022 (4y) | ||
| David Earl Hoffman | Registered representative | Nov 2022 (4y) | ||
| Sean Patrick Holly | Registered representative | Nov 2022 (4y) | ||
| Jonathan Lapp | Registered representative | Jan 2023 (4y) | ||
| Lawrence Matthew Knolle | Registered representative | Jan 2023 (4y) | ||
| William Robert Beseke | Registered representative | Jan 2023 (4y) | ||
| Elissa Patricia Schwartz | Registered representative | Feb 2023 (3y) | ||
| Joseph Samuel Cone | Registered representative | Apr 2023 (3y) | ||
| Jude Richard Kave | Registered representative | May 2023 (3y) | ||
| Valerie A Schmitz | Registered representative | Aug 2023 (3y) | ||
| Adrian Lee Zilvetti | Registered representative | Aug 2023 (3y) | ||
| Shawn Michael Zell | Registered representative | CFP | Nov 2023 (3y) | |
| Nicholas Carbone | Registered representative | Nov 2023 (3y) | ||
| Stanley Alfred Sakalowski | Registered representative | Nov 2023 (3y) | ||
| Sachin Madhukar Borde | Registered representative | Dec 2023 (3y) | ||
| Eric Christopher Horn | Registered representative | CFP | Dec 2023 (3y) | |
| Jacob Menden | Registered representative | Chartered Financial Consultant | Jan 2024 (3y) | |
| Pamela Jean Zell | Registered representative | CFP | Jan 2024 (3y) | |
| Peter Stuart Gellman | Registered representative | Jan 2024 (3y) | ||
| Bradley Wilcox | Registered representative | Jan 2024 (3y) | ||
| Kurt W Zipp | Registered representative | CFP | Jan 2024 (3y) | |
| Simon Theberge | Registered representative | Feb 2024 (2y) | ||
| Julianna Robinson Peeples | Registered representative | Mar 2024 (2y) | ||
| James Joseph Di Gesu | Registered representative | Personal Financial Specialist | Mar 2024 (2y) | |
| Lisa Semmes Elkins | Registered representative | CFP | May 2024 (2y) | |
| Jesus Roberto Torres | Registered representative | Jun 2024 (2y) | ||
| Corby Mitchell Mastalir | Registered representative | CFP | Jun 2024 (2y) | |
| Bryan Gifford Mc Cormick | Registered representative | Jul 2024 (2y) | ||
| Anthony Michael Cardenas | Registered representative | Aug 2024 (2y) | ||
| Glennon Connor Donohue | Registered representative | Sep 2024 (2y) | ||
| Howard Azer | Registered representative | Oct 2024 (2y) | ||
| Gregory Raymond Banner | Registered representative | CFP | Dec 2024 (2y) | |
| Monica Kristina Szakos | Registered representative | CFP | Dec 2024 (2y) | |
| Patricia L Stewart | Registered representative | Dec 2024 (2y) | ||
| Sarah Nicole Carr | Registered representative | CFP | Jan 2025 (2y) | |
| David Nathan Robert Morgan | Registered representative | Jan 2025 (2y) | ||
| Dee House | Registered representative | Jan 2025 (2y) | ||
| Michael William Best | Registered representative | Jan 2025 (2y) | ||
| Anthony Evan Pena | Registered representative | Mar 2025 (1y) | ||
| Jon Jakobsen | Registered representative | Apr 2025 (1y) | ||
| Liam P Garvey | Registered representative | Apr 2025 (1y) | ||
| Michael Alexander Goldenberg | Registered representative | CFP | Apr 2025 (1y) | |
| Matthew Paul Butler | Registered representative | CFP | Apr 2025 (1y) | |
| Nicolas John Andriotis | Registered representative | Apr 2025 (1y) | ||
| Zach Nugent | Registered representative | Apr 2025 (1y) | ||
| Yesenia Delgado | Registered representative | Apr 2025 (1y) | ||
| Rushi Nagalla | Registered representative | Apr 2025 (1y) | ||
| Angelica Vukobratovich | Registered representative | Apr 2025 (1y) | ||
| Alexander Jay Milton | Registered representative | May 2025 (1y) | ||
| Joshua Carruthers | Registered representative | May 2025 (1y) | ||
| Jacob Falkenthal | Registered representative | Jun 2025 (1y) | ||
| Colin Christy Kelty | Registered representative | Jun 2025 (1y) | ||
| Nicholas Rioux | Registered representative | Jul 2025 (1y) | ||
| Joseph Biwer | Registered representative | Aug 2025 (1y) | ||
| Tobin F Walters | Registered representative | CFP CFA | Aug 2025 (1y) | |
| Garrett Thomas Minton | Registered representative | Sep 2025 (1y) | ||
| Jason Daniel Niccolai | Registered representative | Sep 2025 (1y) | ||
| Nicholas Alan Stephan | Registered representative | Sep 2025 (1y) | ||
| Brett Thomas Ciarlo | Registered representative | Sep 2025 (1y) | ||
| Nicholas Joel Bravo | Registered representative | Nov 2025 (1y) | ||
| William Matt | Registered representative | Nov 2025 (1y) | ||
| Jarret W Mcfarland | Registered representative | Nov 2025 (1y) | ||
| Jeredith Marie Nolan | Registered representative | Nov 2025 (1y) | ||
| Nicholas Allan Maloney | Registered representative | Nov 2025 (1y) | ||
| John D'andrea | Registered representative | Dec 2025 (1y) | ||
| Cherry Qian Ohms | Registered representative | CFP | Dec 2025 (1y) | |
| Alberto Davila | Registered representative | Dec 2025 (1y) | ||
| Jignesh R Jain | Registered representative | Jan 2026 (1y) | ||
| Jimmy Gonzalez | Registered representative | Jan 2026 (1y) | ||
| Scott Thiel | Registered representative | Jan 2026 (1y) | ||
| Renae J Lindberg | Registered representative | Jan 2026 (1y) | ||
| Henry Howard | Registered representative | Jan 2026 (1y) | ||
| Samara Terrill | Registered representative | Jan 2026 (1y) | ||
| Dylan Dewitt Sage | Registered representative | Jan 2026 (1y) | ||
| Jeremy Whitmore | Registered representative | Jan 2026 (1y) | ||
| Scott David Mosher | Registered representative | Jan 2026 (1y) | ||
| Robert Grady Thompson | Registered representative | Feb 2026 (0y) | ||
| Timothy Victor Figueroa | Registered representative | Mar 2026 (0y) | ||
| Mark Arnold Dorsett | Registered representative | Mar 2026 (0y) | ||
| Hugh Clinton Mosley | Registered representative | Mar 2026 (0y) | ||
| Luke Evan Le Gros | Registered representative | Apr 2026 (0y) | ||
| Vincent Dallo | Registered representative | Chartered Financial Consultant | Apr 2026 (0y) | |
| Garrett Joseph O'keefe | Registered representative | Apr 2026 (0y) | ||
| Brandon James Butler | Registered representative | May 2026 (0y) | ||
| Peter Anderson | Registered representative | May 2026 (0y) | ||
| Alec John Walsh | Registered representative | May 2026 (0y) | ||
| Robert John Wright | Registered representative | May 2026 (0y) | ||
| Aaron T Olson | Registered representative | Jun 2026 (0y) | ||
| Mandisa Renee Landry | Registered representative | Jun 2026 (0y) | ||
| Christopher Michael Lamb | Registered representative | Jul 2026 (0y) | ||
| Michael Van Slyke | Registered representative | Jul 2026 (0y) | ||
| Garrett C Smith | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Belpointe Financial Holdings, Llc | Member | Apr 2007 | A | 75% or more |
| Lacoff Family Trust | Owner | Apr 2020 | B | ≈ 9.38% – 42.19% via F Focal Ii, Flp |
| Belpointe Wealth Holdings, Llc | Owner | Aug 2010 | B | ≈ 37.5% – 75% via Belpointe Financial Holdings, Llc |
| F Focal Ii, Flp | Owner | Aug 2010 | B | ≈ 18.75% – 56.25% via Belpointe Wealth Holdings, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Gregory Hasbrouck Skidmore: 50% – 75% of Belpointe Financial Holdings, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Lacoff, Brooks, Ethan: 50% – 75% of Lacoff Family Trust × 50% – 75% of F Focal Ii, Flp × 50% – 75% of Belpointe Wealth Holdings, Llc × 50% – 75% of Belpointe Financial Holdings, Llc × 75% – 100% direct ≈ 4.69% – 31.64% of the firm
- Lacoff, Skylar, Ann: 50% – 75% of Lacoff Family Trust × 50% – 75% of F Focal Ii, Flp × 50% – 75% of Belpointe Wealth Holdings, Llc × 50% – 75% of Belpointe Financial Holdings, Llc × 75% – 100% direct ≈ 4.69% – 31.64% of the firm
- Lacoff, Zachary, David: 50% – 75% of Lacoff Family Trust × 50% – 75% of F Focal Ii, Flp × 50% – 75% of Belpointe Wealth Holdings, Llc × 50% – 75% of Belpointe Financial Holdings, Llc × 75% – 100% direct ≈ 4.69% – 31.64% of the firm
- Lacoff Family Trust: 50% – 75% of F Focal Ii, Flp × 50% – 75% of Belpointe Wealth Holdings, Llc × 50% – 75% of Belpointe Financial Holdings, Llc × 75% – 100% direct ≈ 9.38% – 42.19% of the firm
- Belpointe Wealth Holdings, Llc: 50% – 75% of Belpointe Financial Holdings, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- F Focal Ii, Flp: 50% – 75% of Belpointe Wealth Holdings, Llc × 50% – 75% of Belpointe Financial Holdings, Llc × 75% – 100% direct ≈ 18.75% – 56.25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Newbasis, Llc Savings And Retirement Plan And Trust 401(k) Plan | Newbasis, Llc | 146 | $3.0M | 01/01/2024 |
| Collaborative Retirement Trust | Santee Sioux Nation | 286 | $1.4M | 01/01/2024 |
| Metro West Anesthesia Group, Inc. 401(k) Plan | Metro West Anesthesia Group, Inc. | 193 | $96.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/13/2026 | 3.16 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $3.4B (45% of AUM) May 2026
- Fidelity Brokerage Services $617M (8% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 13, 2026.
View current Form ADV (SEC/IAPD) ↗