DC
Devery R. Cagle
BELPOINTE ASSET MANAGEMENT LLC
Greenville, SC 29601
Some features on this profile are disabled
CRD#: 2981159
DC
Professional summary
Devery Rustin Cagle, CFP®, who also goes by Devery R Cagle, Rusty Cagle, is a registered financial advisor currently at BELPOINTE ASSET MANAGEMENT LLC located in Greenville, South Carolina and METRIC FINANCIAL, LLC located in Greenville, South Carolina.
Devery is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Devery has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Devery R Cagle | Rusty Cagle
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) DRCFN, Inc. dba ASE Financial Advisory Group, Investment Related, same address as branch, Insurance, securities, investment advisory and corporate consulting business, Owner, Start Date: 6/24/2005 Hours per month: 71% - 80% (113 - 128 hours) Hours per month during trading hours: 71% - 80% (99 - 112 hours) Duties: Oversee all operations 2) CFE BCN I Holdings, LLC, Investment related, P.O Box 14672, Jackson, WY 83002, Holding Company for BCN Capital Partners 1, LLC. Cryptocurrency private fund holding company, General partner/owner, 0 hours per month during trading hours, start 07/2022. 3) CFE InvestCo, LLC, investment related, 680 S. Cache Street, Suite 100-8790, Jackson, WY 83001. Holding Company for Investing of personal assets, Owner, start date 6/2022, 5 hrs per month not during trading 4) BCN Capital Partners I, LLC, investment-related,P.O Box 8790, Jackson, WY 83001, Cryptocurrency private fund, general partner, start date 7/2022, 8 hours per month outside of trading hours. 5) Insurance sales, Investment Related, same address as branch, sales of fixed insurance and annuities, Owner, Start Date: 8/17/2012, Hours per month: 71% - 80% (113 - 128 hours) Hours per month during trading hours: 71% - 80% (99 - 112 hours) 6) Co-authored a book with Chris Voss called Empathy and Understanding in Business. Not Investment Related. Location: Greenville, SC, 0 hours spent on this activity. Start Date 2024
CRS (Client Relationship Summary) - RIA
Click below to view Devery Rustin Cagle's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2001
Experience
Current
September 22, 2021 - Present
BELPOINTE ASSET MANAGEMENT LLC
Office #1: 131 Falls Street, Ste 301, Greenville, SC 29601RIA
CRD#: 143440
Greenville, SC
Current
September 28, 2022 - Present
METRIC FINANCIAL, LLC
Office #1: 131 Falls Street Suite 301, Greenville, SC 29601BD
CRD#: 33324
Greenville, SC
Past
September 24, 2021 - October 28, 2022
D.H. HILL SECURITIES, LLLP
BD
CRD#: 41528
Greenville, SC
Past
April 19, 2016 - September 23, 2021
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
GREENVILLE, SC
Past
August 21, 2012 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
GREENVILLE, SC
Past
August 17, 2012 - September 23, 2021
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
GREENVILLE, SC
Past
June 29, 2005 - August 17, 2012
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
GREENVILLE, SC
Past
June 29, 2005 - August 17, 2012
SECURITIES AMERICA, INC.
BD
CRD#: 10205
GREENVILLE, SC
Past
August 10, 2004 - July 1, 2005
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
GREENVILLE, SC
Past
April 7, 2004 - July 1, 2005
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
ST. LOUIS, MO
Past
February 20, 1998 - April 13, 2004
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
GREENVILLE, SC
Past
December 15, 1997 - April 13, 2004
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
December 15, 1997 - April 13, 2004
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BA
BELPOINTE ASSET MANAGEMENT LLC
ADVANCED PLANNING STRATEGIES | ZIMMERER & TECLE PRIVATE WEALTH MANAGEMENT, LLC | YATRA WEALTH DESIGN | WILCOX FINANCIAL SERVICES | WHITWELL & CO., LLC | WEALTH MANAGEMENT SOLUTIONS, LLC | TWO RIVERS WEALTH ADVISORS, LLC | TWENTY-TWENTY WEALTH & ADVISORY PARTNERS LLC | TUDOR CREST CAPITAL LLC | TODD MANN FINANCIAL SERVICES | TM FINANCIAL PLANNING | THREE PILLARS WEALTH MANAGEMENT, LLC | THORNTON INVESTMENT MANAGEMENT | THOR TRADING GROUP, LLC | THIRD AVENUE WEALTH | THE RETIREMENT ASSET MANAGEMENT GROUP | THE PATRIOT FINANCIAL GROUP, LLC | THE KORNERSTONE GROUP, LLC | THE ALCHEMISTS | T. MANN FINANCIAL | SYNERGY WEALTH MANAGEMENT | SYENA CAPITAL | SUMNER FINANCIAL ADVISORS, LLC | STEVEN L. SCHIPPEL CONSULTING | STEIN CAPITAL MANAGEMENT | SOONER PRIVATE FINANCIAL COUNCIL | SEAHORSE FAMILY OFFICE | SCHRECK WEALTH MANAGEMENT, LLC | SC CAPITAL ADVISORS | SARAH CARR FINANCIAL | SANGWIN INVESTMENTS | SANDERLING PARTNERS | ROWE FINANCIAL | RFS BLAZEI GROUP LLC | REUTER CAPITAL, LLC | RESHAPE WEALTH | REDWOOD FINANCIAL STRATEGIES | REDINGTON INVESTMENTS, LLC | R.D. TUNICK, INC. | PLATINUM FAMILY WEALTH OF BEVERLY HILLS, LLC | PALMERSTON GROUP ADVISORS | PALMER PRIVATE WEALTH | OSTB WEALTH STRATEGIES | OPUS WEALTH MANAGEMENT | OAK LEAF CAPITAL PARTNERS, LLC | NVISION WEALTH | NORTHSTAR FINANCIAL | NAVIGATION WEALTH MANAGEMENT, LLC | MOUNTAIN FINANCIAL CAPITAL | MOULTON WEALTH MANAGEMENT | MONTE RIO PARTNERS | MONGAR FINANCIAL SOLUTIONS | MONEYCOACH | MODERN CAPITAL, INC. | MIKE HINDMAN WEALTH ADVISORS, LLC | MIELE ADVISORY SERVICES, INC. | ME NEXT YEAR | MCLEAN ADVISORY GROUP | MANTZ WEALTH MANAGEMENT GROUP | LRVS ADVISORY GROUP | LIEBAERT ADVISORY GROUP | LEWIS WEALTH MANAGEMENT | LAUREL WEALTH SOLUTIONS | KNH GROUP, LLC | KIMMEL CONSULTING, LLC | KEY CONCERNS, INC. | KELLY DAY FINANCIAL SERVICES | KATSURA ASSET MANAGEMENT | JUMP, PERRY AND COMPANY, LLP | JULIAN WEALTH MANAGEMENT | JIM CIURLIK CONSULTING, INC. | JAG WM CO. | J.O.Y. WEALTH PARTNERS | INNOVATIVE PLANNING PARTNERS | HORST & JAGER | HOLLY WEALTH PLANNING | HAVEN FINANCIAL ADVISORS, LLC | HAVEN ADVISORY PARTNERS | GUARDIAN CAPITAL MANAGEMENT, LLC | GRELLE, JUMP & COMPANY | GREENVILLE FINANCIAL GROUP | GREAT LAKES BAY FINANCIAL | GFO WEALTH MANAGEMENT, LLC | GBJ SCOTT FINANCIAL, INC. | GATEWAY FINANCIAL ADVISORS | FUQUAY FINANCIAL PLANNING | FULL SAIL FINANCIAL | FRUITION FINANCIAL, LLC | FRENCH FINANCIAL GROUP | FINANCIALLY FIT LLC | FINANCIAL DESIGN LABS | EP TREMBLAY & ASSOCIATES, INC. | D.H. HILL ADVISORS, INC. | CREST ADVISORS, LLC | CREATIVE RETIREMENT PLANNING, LLC | CONNECTIVE PORTFOLIO MANAGEMENT | CONE WEALTH MANAGEMENT | CK WEALTH MANAGEMENT GROUP | CHILENO BAY FAMILY OFFICE | CHATHAM STREET ADVISORS | CHASLYN FINANCIAL GROUP, INC. | CB INVESTMENT MANAGEMENT | CARR FINANCIAL | CAPIROS WEALTH MANAGERS | CAPIROS WEALTH MANAGEMENT | BURGESSER WEALTH MANAGEMENT | BROOKS & ASSOCIATES CPAS, INC. | BRIDGEMORE FINANCIAL | BREAKAWAY FINANCIAL GROUP, LLC | BRANDSTRATEGY INVESTMENT MANAGEMENT | BOROUGH WEALTH MANAGEMENT, LLC | BORDE GLOBAL WEALTH MANAGEMENT | BLACK WEALTH FINANCIAL | BIRCHFIELD PARTNERS, LLC | BETTER DIVORCE SOLUTIONS | BELRAY ASSET MANAGEMENT, LLC | BELRAY ASSET MANAGEMENT | BELPOINTE WEALTH MANAGEMENT | BELPOINTE ASSET MANAGEMENT LLC | BELPOINTE | BEALL FINANCIAL PLANNING, INC. | AZER, DRISCOLL & DESIMONE, LLC | ASSET PRESERVATION STRATEGIES, INC. | ASPEN PEAK WEALTH MANAGEMENT, LLC | ASE PRIVATE WEALTH | ASE FINANCIAL ADVISORY GROUP, LLC | APERCU ADVISORS, LLC | ANTHEM ADVISORS, LLC | ANCHORY LLC | AMBRE FINANCIAL | ALETHEIA ADVISORY SERVICES, LLC | AFIN FAMILY WEALTH MANAGEMENT, INC.
CRD#: 143440 / SEC#: 801-69329
RIA
Registered Investment Advisory firm - (6/19/2008 Approved)Connecticut
Registered Investment Advisory firm - (7/30/2008 Terminated)New York
Registered Investment Advisory firm - (10/14/2008 Cancelled)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(12/4/2023)
RR
California(12/14/2022)
RR
Colorado(6/12/2023)
RR
Delaware(9/28/2022)
RR
Florida(12/14/2022)
RR
Georgia(12/14/2022)
RR
North Carolina(12/14/2022)
RR
Pennsylvania(12/3/2024)
IAR
South Carolina(9/22/2021)
RR
South Carolina(9/28/2022)
RR
Tennessee(11/6/2023)
RR
Texas(1/2/2024)
RR
Washington(12/23/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
BA
BELPOINTE ASSET MANAGEMENT LLC
ADVANCED PLANNING STRATEGIES | ZIMMERER & TECLE PRIVATE WEALTH MANAGEMENT, LLC | YATRA WEALTH DESIGN | WILCOX FINANCIAL SERVICES | WHITWELL & CO., LLC | WEALTH MANAGEMENT SOLUTIONS, LLC | TWO RIVERS WEALTH ADVISORS, LLC | TWENTY-TWENTY WEALTH & ADVISORY PARTNERS LLC | TUDOR CREST CAPITAL LLC | TODD MANN FINANCIAL SERVICES | TM FINANCIAL PLANNING | THREE PILLARS WEALTH MANAGEMENT, LLC | THORNTON INVESTMENT MANAGEMENT | THOR TRADING GROUP, LLC | THIRD AVENUE WEALTH | THE RETIREMENT ASSET MANAGEMENT GROUP | THE PATRIOT FINANCIAL GROUP, LLC | THE KORNERSTONE GROUP, LLC | THE ALCHEMISTS | T. MANN FINANCIAL | SYNERGY WEALTH MANAGEMENT | SYENA CAPITAL | SUMNER FINANCIAL ADVISORS, LLC | STEVEN L. SCHIPPEL CONSULTING | STEIN CAPITAL MANAGEMENT | SOONER PRIVATE FINANCIAL COUNCIL | SEAHORSE FAMILY OFFICE | SCHRECK WEALTH MANAGEMENT, LLC | SC CAPITAL ADVISORS | SARAH CARR FINANCIAL | SANGWIN INVESTMENTS | SANDERLING PARTNERS | ROWE FINANCIAL | RFS BLAZEI GROUP LLC | REUTER CAPITAL, LLC | RESHAPE WEALTH | REDWOOD FINANCIAL STRATEGIES | REDINGTON INVESTMENTS, LLC | R.D. TUNICK, INC. | PLATINUM FAMILY WEALTH OF BEVERLY HILLS, LLC | PALMERSTON GROUP ADVISORS | PALMER PRIVATE WEALTH | OSTB WEALTH STRATEGIES | OPUS WEALTH MANAGEMENT | OAK LEAF CAPITAL PARTNERS, LLC | NVISION WEALTH | NORTHSTAR FINANCIAL | NAVIGATION WEALTH MANAGEMENT, LLC | MOUNTAIN FINANCIAL CAPITAL | MOULTON WEALTH MANAGEMENT | MONTE RIO PARTNERS | MONGAR FINANCIAL SOLUTIONS | MONEYCOACH | MODERN CAPITAL, INC. | MIKE HINDMAN WEALTH ADVISORS, LLC | MIELE ADVISORY SERVICES, INC. | ME NEXT YEAR | MCLEAN ADVISORY GROUP | MANTZ WEALTH MANAGEMENT GROUP | LRVS ADVISORY GROUP | LIEBAERT ADVISORY GROUP | LEWIS WEALTH MANAGEMENT | LAUREL WEALTH SOLUTIONS | KNH GROUP, LLC | KIMMEL CONSULTING, LLC | KEY CONCERNS, INC. | KELLY DAY FINANCIAL SERVICES | KATSURA ASSET MANAGEMENT | JUMP, PERRY AND COMPANY, LLP | JULIAN WEALTH MANAGEMENT | JIM CIURLIK CONSULTING, INC. | JAG WM CO. | J.O.Y. WEALTH PARTNERS | INNOVATIVE PLANNING PARTNERS | HORST & JAGER | HOLLY WEALTH PLANNING | HAVEN FINANCIAL ADVISORS, LLC | HAVEN ADVISORY PARTNERS | GUARDIAN CAPITAL MANAGEMENT, LLC | GRELLE, JUMP & COMPANY | GREENVILLE FINANCIAL GROUP | GREAT LAKES BAY FINANCIAL | GFO WEALTH MANAGEMENT, LLC | GBJ SCOTT FINANCIAL, INC. | GATEWAY FINANCIAL ADVISORS | FUQUAY FINANCIAL PLANNING | FULL SAIL FINANCIAL | FRUITION FINANCIAL, LLC | FRENCH FINANCIAL GROUP | FINANCIALLY FIT LLC | FINANCIAL DESIGN LABS | EP TREMBLAY & ASSOCIATES, INC. | D.H. HILL ADVISORS, INC. | CREST ADVISORS, LLC | CREATIVE RETIREMENT PLANNING, LLC | CONNECTIVE PORTFOLIO MANAGEMENT | CONE WEALTH MANAGEMENT | CK WEALTH MANAGEMENT GROUP | CHILENO BAY FAMILY OFFICE | CHATHAM STREET ADVISORS | CHASLYN FINANCIAL GROUP, INC. | CB INVESTMENT MANAGEMENT | CARR FINANCIAL | CAPIROS WEALTH MANAGERS | CAPIROS WEALTH MANAGEMENT | BURGESSER WEALTH MANAGEMENT | BROOKS & ASSOCIATES CPAS, INC. | BRIDGEMORE FINANCIAL | BREAKAWAY FINANCIAL GROUP, LLC | BRANDSTRATEGY INVESTMENT MANAGEMENT | BOROUGH WEALTH MANAGEMENT, LLC | BORDE GLOBAL WEALTH MANAGEMENT | BLACK WEALTH FINANCIAL | BIRCHFIELD PARTNERS, LLC | BETTER DIVORCE SOLUTIONS | BELRAY ASSET MANAGEMENT, LLC | BELRAY ASSET MANAGEMENT | BELPOINTE WEALTH MANAGEMENT | BELPOINTE ASSET MANAGEMENT LLC | BELPOINTE | BEALL FINANCIAL PLANNING, INC. | AZER, DRISCOLL & DESIMONE, LLC | ASSET PRESERVATION STRATEGIES, INC. | ASPEN PEAK WEALTH MANAGEMENT, LLC | ASE PRIVATE WEALTH | ASE FINANCIAL ADVISORY GROUP, LLC | APERCU ADVISORS, LLC | ANTHEM ADVISORS, LLC | ANCHORY LLC | AMBRE FINANCIAL | ALETHEIA ADVISORY SERVICES, LLC | AFIN FAMILY WEALTH MANAGEMENT, INC.
CRD#: 143440 / SEC#: 801-69329
RIA
Registered Investment Advisory firm - (6/19/2008 Approved)Connecticut
Registered Investment Advisory firm - (7/30/2008 Terminated)New York
Registered Investment Advisory firm - (10/14/2008 Cancelled)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521
Mailing Address
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521
Phone number
(203) 629-3300
Established
Firm type
Fiscal year end
# of Employees
236
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14,788 |
| AUM (Assets Under Management) | $ 6,010,457,854 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 05/28/2025 | ||
| 01/29/2024 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BELPOINTE ASSET MANAGEMENT LLC
CRD#: 143440Greenville, SC 29601TRUST BUT VERIFY
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