Robert Grady Thompson

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:

Current Employers

Belpointe Asset Management Llc

500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2026-02-02

SC RA
APPROVED

Since 2026-02-02

Branch Locations

Easley, SC • United States

500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Invest Financial Corporation	Greenville	SC	09/2010	09/2016
Robert G Thompson, Cpa	Greenville	SC	10/2004	Present
Williams Financial Management	Bennington	VT	09/2016	07/2018
Belpointe Asset Management, Llc	Phoenix	AZ	07/2018	Present

09/2010 → 09/2016

Invest Financial Corporation

Greenville, SC
10/2004 → Present

Robert G Thompson, Cpa

Greenville, SC
09/2016 → 07/2018

Williams Financial Management

Bennington, VT
07/2018 → Present

Belpointe Asset Management, Llc

Phoenix, AZ

Previous Registrations

2016-12-08 → 2018-07-05

Williams Financial, Llc

North Bennington, VT

Other Businesses

1). ROBERT G. THOMPSON, CPA PA, NON-INVESTMENT RELATED 215 KEITH DRIVE GREENVILLE SC 29607 ACCOUNTING FIRM, PRESIDENT SINCE 10/2004 40 HOURS PER WEEK DURING TRADING HOURS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-12-08

S65 Uniform Investment Adviser Law Examination

2016-12-08

Other Names

R Grady Thompson
Robert Grady Thompson
Robert G Thompson
Robert Thompson

View on SEC IAPD