Edward Thomas Moore

Belpointe Asset Management LLC

25 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Belpointe Asset Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

160 advisors

Number of Clients

6,529 clients

Average Client Portfolio

$921K average

Assets Under Management

$6.0B

Fee Structure

Minimum Investment:None

Location

7350 E. Progress Place, Suite 100, Greenwood Village, CO, 80111

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

September 2021

Pending

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Edward is an insurance agent providing insurance products and services, dedicating about a quarter of his time to this activity. He also owns a portion of Family Legacy Consulting and has a pass-through company called Love U Moore, spending minimal time on these ventures.

Employment History

Current Registrations

Belpointe Asset Management LLC

July 2025 - Present · 7 mos

Fortis Capital Advisors, LLC

July 2025 - Present · 7 mos

Previous Registrations

Mountain Financial Capital

April 2018 - October 2025 · 7 yrs 6 mos

Regulus Advisors, LLCBroker

December 2014 - February 2018 · 3 yrs 2 mos

American Portfolios Financial Services, INC.Broker

November 2011 - December 2014 · 3 yrs 1 mo

Regal Investment Advisors LLC

November 2011 - February 2018 · 6 yrs 3 mos

First Financial Advisors, LLC

March 2011 - November 2011 · 8 mos

First Financial Advisors, LLC

December 2010 - March 2011 · 3 mos

Householder Group Financial Advisors, LLC

August 2009 - November 2010 · 1 yr 3 mos

Householder Group Financial Advisors, LLC

August 2009 - August 2009 · 0 mos

Securities Service Network, INC.Broker

August 2009 - September 2010 · 1 yr 1 mo

New England Securities Corporation

July 2005 - July 2009 · 4 yrs

New England SecuritiesBroker

June 2005 - July 2009 · 4 yrs 1 mo

Afs Brokerage, INC.

March 2005 - June 2005 · 3 mos

Falco Financial Services, INC.

June 2004 - July 2005 · 1 yr 1 mo

Afs Brokerage, INC.Broker

June 2004 - June 2005 · 1 yr

New England Securities Corporation

August 2002 - May 2004 · 1 yr 9 mos

New England SecuritiesBroker

August 2002 - May 2004 · 1 yr 9 mos

Morgan Stanley

March 2001 - July 2002 · 1 yr 4 mos

Morgan Stanley Dw INC.Broker

July 2000 - July 2002 · 2 yrs

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.