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BUILDER INVESTMENT GROUP
Legal name: BUILDER INVESTMENT GROUP INC
CRD 107671File 801-19907
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$952.5M
Above cohort median (national)
Discretionary AUM
$952.5M
Clients
185
582 accounts
Employees
6
Above cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Oct 1, 1983
- Principal office
- 4401 NORTHSIDE PKWY NW, SUITE 520, ATLANTA, GA, 30327
- Phone
- 404-233-9341
- Website
- HTTP://WWW.BIG-INC.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $952.5M
- Discretionary AUM
- $952.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 582
- Non-discretionary accounts
- 0
- Total accounts
- 582
- AUM per client
- $5.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $20.9M |
| Charitable organizations | 4 | $15.0M |
| High net worth individuals | 80 | $779.6M |
| Pension and profit sharing plans | 4 | $15.6M |
| Individuals (other than high net worth individuals) | 94 | $121.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.