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ASSETBUILDER, INC.
CRD 142665File 801-67404
APPROVED
Retail clients
Filing as of Apr 22, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$812.7M
Above cohort median (national)
Discretionary AUM
$812.7M
Clients
720
1,665 accounts
Employees
12
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://ASSETBUILDER.COM
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2026 | Employees | 11 | 12 | increased by1 |
| Apr 1, 2026 | Clients | 741 | 720 | decreased by21 |
| Apr 1, 2026 | AUM | $723,566,253 | $812,663,572 | increased by$89,097,319 |
| Apr 1, 2026 | Accounts | 1,671 | 1,665 | decreased by6 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 11 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 941 | 741 | decreased by200 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $822,649,209 | $723,566,253 | decreased by$99,082,956 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,021 | 1,671 | decreased by350 |
| Apr 1, 2022 | Employees | 10 | 9 | decreased by1 |
| Apr 1, 2022 | Clients | 990 | 941 | decreased by49 |
| Apr 1, 2022 | AUM | $739,139,800 | $822,649,209 | increased by$83,509,409 |
| Apr 1, 2022 | Accounts | 2,105 | 2,021 | decreased by84 |
| Aug 1, 2021 | Employees | 12 | 10 | decreased by2 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ASSETBUILDER” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ASSETBUILDER” may also match similarly-named firms). Confirm identity against each filing.
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.