Beplat Asset Management, Inc.

Overview

Beplat Asset Management, Inc. is a small, individually owned advisory firm that provides discretionary portfolio management primarily to individual and family clients, with capacity to manage portfolios for small businesses and institutions. The firm charges fees as a percentage of assets under management and operates with a clear equity orientation: its reported holdings show a strong reliance on exchange-traded equities and exchange-traded funds as the core vehicle set. Beplat does not position itself as an active ESG investor and is not organized as a multi-state adviser or pension consultant. Investment activity centers on managed, discretionary accounts where portfolio decisions are implemented through custodial relationships at major broker-dealers. The firm’s business model is focused on personalized portfolio management rather than institutional-scale capital allocation or broad advisory product distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices