Alberto Davila

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

• 08/2012 → 03/2019
  Charles Schwab & Co., Inc.
  Miami, FL
• 03/2019 → 10/2020
  Independent
  Washington, DC
• 11/2020 → 04/2022
  Slow Capital, Inc.
  Greenbrae, CA
• 02/2022 → 02/2025
  Belpointe Asset Management, Llc
  Reno, NV
• 01/2021 → Present
  Optional Holding Llc
  Sheridan, WY
• 11/2025 → Present
  Belpointe Asset Management, Llc
  Reno, NV

Previous Registrations

• 2022-02-08 → 2025-02-19
  Belpointe Asset Management Llc
  Coral Gables, FL
  Reno, NV
• 2021-01-25 → 2022-04-05
  Slow Capital, Inc.
  Miami, FL
  Washington, DC
  Greenbrae, CA
• 2012-08-16 → 2019-03-01
  Charles Schwab & Co., Inc.
  Miami, FL
  Coral Gables, FL
• 2010-08-19 → 2011-09-02
  Morgan Stanley
  Miami, FL
  Miami, FL

Other Businesses

1). Anthem Risk Management, LLC; investment-related; same address as branch; insurance sales; partial owner and licensed insurance agent; since 02/2002; 10 hours per month during trading hours. 2). Financial Advisor Marketing; investment-related; 30 Gould St. N., Sheridan, WY 82801; digital product course & digital affiliates; owner; since 10/2023; 1 hours per month, none during securities trading hours. 3). Time in Columbia; investment-related; 30 Gould St. N., Sheridan, WY 82801; digital products; owner; since 10/2023; 1 hours per month, none during securities trading hours. 4). Email Extractor Tool; non-investment related; 30 Gould St. N., Sheridan, WY 82801; software service; owner; since 10/2024; 1 hours per month, none during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2010-06-25