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| Keyboard |
| Builder Investment Group Inc
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|---|---|
| CRD # | 107671 |
| SEC # | 801-19907 |
| CIK # | |
| AUM | 952.5 M (2026-03-31) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 404-233-9341 |
| Address | 4401 Northside Pkwy NW Atlanta, GA 30327 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 94 | 121.4 |
| (b) Individuals (high net worth individuals) | 80 | 779.6 |
| (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 | 4 | 15.6 |
| (h) Charitable organizations | 4 | 15.0 |
| (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 | 3 | 20.9 |
| (n) Other | 0 | 0.0 |
| Total | 582 | 952.5 |
| By Discretionary | ||
| Discretionary | 582 | 952.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 582 | 952.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 14.0 | |
| United States Persons | 938.6 | |
| Total | 582 | 952.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Pioneer Family Office LLC
✚
|
FL | 956.8 M |
|
Margolis Brady Raghavan Financial Inc
✚
|
TX | 956.4 M |
|
Focus Investment Advisors Inc
✚
|
CA | 956.2 M |
|
Foresight Global Investors Inc
✚
|
NY | 955.2 M |
|
Tarbox Family Office Inc
✚
|
CA | 953.7 M |
|
Slow Capital Inc
✚
|
CA | 953.3 M |
|
Legacy Financial Strategies LLC
✚
|
KS | 952.0 M |
|
Brickley Wealth Management
✚
|
CA | 950.1 M |
|
SMI Advisory Services LLC
✚
|
IN | 949.0 M |
|
The Mosaic Financial Group LLC
✚
|
IL | 948.7 M |