Greenville, SC N. Main Street Office

Team
Updated today

Client AUM

$5,163,585,909

Clients

7,321

Advisors

6

Of 170 advisors across 104 offices

Location

301 N. Main Street, P.O. Box 50

Greenville SC 29601

Advisors at this office

6

Advisors at this office

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Glennon D

Series 65, Series 63

Greenville, SC

Belpointe Asset Management LLC

Glennon Donohue is a financial advisor at Belpointe Asset Management LLC with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Belpointe, he worked at Metric Financial, ASE Private Wealth, and held positions outside finance including roles at Fluor Corporation and health systems in Greenville, SC. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and co-advisory relationships with third-party managers.

College savings (529s, UTMA, etc.) General retirement planning Income planning Tax-loss harvesting Active portfolio management Executive Founder/Business Owner
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Garrett M

Series 63, Series 66

Greenville, SC

Belpointe Asset Management LLC

Garrett Minton is an advisor at Belpointe Asset Management LLC with Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, Robinhood Markets, and The Vanguard Group. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios, model strategies, and co- or sub-advisory relationships.

College savings (529s, UTMA, etc.) General retirement planning Income planning Tax-loss harvesting Active portfolio management Executive Founder/Business Owner
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David H

Series 65

Greenville, SC

Belpointe Asset Management LLC

David Hoffman Jr. is a Series 65-licensed financial advisor with Belpointe Asset Management LLC, based in Greenville, SC, and has three years of industry experience. His prior roles include positions at ASE Financial Advisory Group, Coinbase, Inc., and African Christian University. Outside of advising, he co-owns a home services and landscaping business, G610 Enterprises, LLC. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations, offering discretionary investment management, financial planning, and consulting. The firm employs customized portfolio strategies ranging from passive to tactical approaches and supports a wide range of affiliated businesses and product sponsorships alongside its advisory services.

College savings (529s, UTMA, etc.) General retirement planning Income planning Tax-loss harvesting Active portfolio management Executive Founder/Business Owner
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Mark D

Series 66

Greenville, SC

Belpointe Asset Management LLC

Mark Dorsett is a financial advisor at Belpointe Asset Management LLC with seven years of industry experience. He holds a Series 66 designation and has worked at ASE Private Wealth, Arkadios Wealth Advisors, Arkadios Capital, and Triad Advisors. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers customized discretionary investment management, financial planning, and retirement-plan consulting, often integrating third-party and affiliated funds into client portfolios.

College savings (529s, UTMA, etc.) General retirement planning Income planning Tax-loss harvesting Active portfolio management Executive Founder/Business Owner
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Devery C

CFP®, Series 63, Series 65

Greenville, SC

Belpointe Asset Management LLC

Devery Cagle is a CFP® with 28 years of industry experience, currently serving at Belpointe Asset Management LLC. He has held prior roles at Metric Financial, LLC, D.H. Hill Securities, LLLP, and Kestra Advisory Services, LLC. Cagle is the owner of ASE Financial Advisory Group and is involved as a general partner in cryptocurrency private funds. He co-authored a book titled *Empathy and Understanding in Business*. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors, managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and various advisory relationships.

College savings (529s, UTMA, etc.) General retirement planning Income planning Tax-loss harvesting Active portfolio management Executive Founder/Business Owner
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Luke L

Series 65

Greenville, SC

Belpointe Asset Management LLC

Luke Le Gros is a financial advisor at Belpointe Asset Management LLC with a Series 65 designation and experience spanning several roles including positions at ASE Private Wealth and service in the United States Marine Corps Reserve. His background also includes work with Fluent Cannabis Care and involvement with Hope Greenhouses & The Hemp Mine. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, and trusts. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and advisory relationships to serve a diverse client base.

College savings (529s, UTMA, etc.) General retirement planning Income planning Tax-loss harvesting Active portfolio management Executive Founder/Business Owner
View complete list of advisors at this office
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