ASSETBUILDER, INC.

CRD 142665File 801-67404

APPROVED

Retail clients

Filing as of Apr 22, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$812.7M

Above cohort median (national)

Discretionary AUM

$812.7M

Clients

720

1,665 accounts

Employees

Above cohort median in TX

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: FWRO
Registration date: Jan 3, 2007
Principal office: 1050 SOUTH CENTRAL EXPY, SUITE 1140, ALLEN, TX, 75013
Phone: 972-535-4040
Website: https://www.tiktok.com/@keepitsimple_investing?is_from_webapp=1&sender_device=pc

Assets & accounts

ADV Item 5F

Total regulatory AUM: $812.7M
Discretionary AUM: $812.7M
Non-discretionary AUM: $0
Discretionary accounts: 1,665
Non-discretionary accounts: 0
Total accounts: 1,665
AUM per client: $1.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$525K
Charitable organizations	Fewer than 5	$48.9M
High net worth individuals	247	$578.5M
Pension and profit sharing plans	Fewer than 5	$143K
Individuals (other than high net worth individuals)	467	$184.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
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 11

This 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.