Hugh Clinton Mosley

Employer firm

Belpointe Asset Management LLC CRD 143440

$7.58B regulatory AUM 109 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2026 → Present
  Belpointe Asset Management
  Reno, NV
• 11/2003 → 03/2017
  Rcc&S Inc
  Bel Air, MD
• 04/2017 → 08/2025
  Atrium Health
  Charlotte, NC
• 10/2025 → 12/2025
  Uber
  San Francisco, CA
• 12/2025 → 02/2026
  New York Life Insurance
  Charlotte, NC
• 09/2025 → 11/2025
  Tristate Financial
  Charlotte, NC

Other Businesses

1) Independent Insurance Agent; Investment related, residence, Fixed Insurance Sales; Independent Insurance Agent; Start Date: 12/2025; 120 hours per month; 120 hours during trading hours; selling of Fixed Insurance Products 2) See More Value LLC (DBA Keystone Financial Partners), not investment related, 6650 Rivers Ave. Suite 105, North Charleston, SC, 29406, Business consulting, Managing Member, Start 03/2024, 5 hours per month, 1 hour per month during trading hours. 3) The Cigar Club Fellowship, Inc., not investment related, 8633 Concord Mills Boulevard Concord, NC 28027, Private social/member organization, Treasurer, Start 08/2026, 4-6 hours not during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-05

Other Names

• Hugh Clinton Mosley