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BUILD ASSET MANAGEMENT

Legal name: BUILD ASSET MANAGEMENT, LLC

CRD 298354File 801-122911
APPROVED
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$64.6M
Bottom 25% of cohort (national)
Discretionary AUM
$64.6M
Clients
2
11 accounts
Employees
6
Bottom 25% of cohort in MO

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
CHRO
Registration date
Dec 20, 2021
Principal office
3608 WEST TRUMAN BLVD., SUITE 200, JEFFERSON CITY, MO, 65109
Phone
833-852-8453

Assets & accounts

ADV Item 5F
Total regulatory AUM
$64.6M
Discretionary AUM
$64.6M
Non-discretionary AUM
$0
Discretionary accounts
11
Non-discretionary accounts
0
Total accounts
11
AUM per client
$32.3M

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$15.2M
Investment companies1$11.4M
High net worth individualsFewer than 5$2.4M
Pooled investment vehicles1$30.8M
Individuals (other than high net worth individuals)Fewer than 5$45K

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.