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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 Oct 1, 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
- Website
- https://getbuilding.com/
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 type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $15.2M |
| Investment companies | 1 | $11.4M |
| High net worth individuals | Fewer than 5 | $2.4M |
| Pooled investment vehicles | 1 | $30.8M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $45K |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | AUM | $44,176,663 | $64,585,809 | increased by$20,409,146 |
| Apr 1, 2026 | Accounts | 13 | 11 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 6 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 3 | 2 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $113,245,915 | $44,176,663 | decreased by$69,069,252 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 5 | 13 | increased by8 |
| Apr 1, 2022 | Employees | 15 | 11 | decreased by4 |
| Apr 1, 2022 | AUM | $80,313,469 | $113,245,915 | increased by$32,932,446 |
| Apr 1, 2022 | Accounts | 3 | 5 | increased by2 |
| Jan 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BUILD ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BUILD ASSET” 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.