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| AssetBuilder Inc
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|---|---|
| CRD # | 142665 |
| SEC # | 801-67404 |
| CIK # | |
| AUM | 812.7 M (2026-04-22) |
| Employees | 12 (58% Investors, 0% Brokers) |
| Phone | 972-535-4040 |
| Address | 1050 South Central Expy Allen, TX 75013 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 467 | 184.7 |
| (b) Individuals (high net worth individuals) | 247 | 578.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.1 |
| (h) Charitable organizations | 3 | 48.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,665 | 812.7 |
| By Discretionary | ||
| Discretionary | 1,665 | 812.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,665 | 812.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 812.7 | |
| Total | 1,665 | 812.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional, Retail |
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|---|---|---|
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CMH Wealth Management LLC
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|
Investment Management Associates Inc
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|
CO | 810.0 M |
|
The Advisory Group of San Francisco LLC
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|
CA | 809.9 M |
|
Sunburst Financial Group LLC
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|
AL | 808.1 M |
|
Capital Innovations LLC
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WI | 806.7 M |