{
  "crd_number": 142665,
  "slug": "assetbuilder-inc-allen-tx-142665",
  "primary_business_name": "ASSETBUILDER, INC.",
  "legal_name": "ASSETBUILDER, INC.",
  "dbas": [],
  "city": "Allen",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "19100",
  "metro": {
    "cbsa_code": "19100",
    "common_name": "Dallas",
    "msa_name": "Dallas-Fort Worth-Arlington, TX",
    "path": "/advisors/tx/dallas"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2007-01-03",
  "years_registered": 19,
  "period": "2026-10-01",
  "filing_date": "2026-04-22",
  "carried_forward": false,
  "raum_total": 812663572.0,
  "raum_discretionary": 812663572.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 12,
  "advisory_employees": 7,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 48870203.0,
      "count": 3,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 184673322.0,
      "count": 467
    },
    "pension_profit_sharing": {
      "raum": 143140.0,
      "count": 1,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 578451914.0,
      "count": 247
    },
    "corporations_other_businesses": {
      "raum": 524993.0,
      "count": 2,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "IL",
    "MA",
    "MD",
    "MI",
    "MN",
    "MO",
    "MS",
    "NC",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "TN",
    "TX",
    "VA",
    "WA"
  ],
  "websites": [
    "https://assetbuilder.com",
    "https://facebook.com/investwithassetbuilder",
    "https://instagram.com/assetbuildertx",
    "https://linkedin.com/company/assetbuilder",
    "https://tiktok.com/@keepitsimple_investing?is_from_webapp=1&sender_device=pc",
    "https://x.com/AssetBuilder",
    "https://youtube.com/@assetbuildertx"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/142665",
  "city_as_filed": "ALLEN",
  "url": "https://advisorcensus.com/firm/assetbuilder-inc-allen-tx-142665",
  "display_name": "Assetbuilder, Inc.",
  "summary": "Assetbuilder, Inc. is an SEC-registered investment advisory firm in Allen, TX, registered since 2007, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 22, 2026.",
  "citation": "AdvisorCensus. Assetbuilder, Inc. (CRD 142665): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Assetbuilder, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Assetbuilder, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Assetbuilder, Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated April 22, 2026 states: Hourly rate: $350 an hour (hourly financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Assetbuilder, Inc. located?",
      "a": "Assetbuilder, Inc.'s principal office is in Allen, TX, according to its Form ADV."
    },
    {
      "q": "Is Assetbuilder, Inc. registered with the SEC or a state?",
      "a": "Assetbuilder, Inc. is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 142665."
    },
    {
      "q": "How much does Assetbuilder, Inc. manage?",
      "a": "Assetbuilder, Inc. reports $812,663,572 in regulatory assets under management in its Form ADV filing dated April 22, 2026 (100% discretionary)."
    },
    {
      "q": "How have Assetbuilder, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Assetbuilder, Inc.: Regulatory assets under management: $739,139,800 in the October 2021 data and $812,663,572 in the October 2026 data, up 10%. Total employees: 10 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Assetbuilder, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (467); high net worth individuals (247); charitable organizations (3)."
    },
    {
      "q": "Does Assetbuilder, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/142665"
    },
    {
      "q": "What changed in Assetbuilder, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $723,566,253 to $812,663,572 (+12%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 739139800.0,
      "total_employees": 10,
      "filing_date": "2021-07-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 822649209.0,
      "total_employees": 9,
      "filing_date": "2022-08-03"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 676849406.0,
      "total_employees": 9,
      "filing_date": "2023-06-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 686998579.0,
      "total_employees": 10,
      "filing_date": "2024-09-11"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 723566253.0,
      "total_employees": 11,
      "filing_date": "2025-03-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 812663572.0,
      "total_employees": 12,
      "filing_date": "2026-04-22"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $723,566,253 to $812,663,572 (+12%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 22, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $350 an hour (hourly financial planning)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $350 an hour (hourly financial planning)"
        ],
        "quotes": [
          "AssetBuilder also provides hourly financial planning at a rate of up to $350 per hour."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 350.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "hourly financial planning"
        }
      ]
    },
    "quotes": [
      "AssetBuilder also provides hourly financial planning at a rate of up to $350 per hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/assetbuilder-inc-allen-tx-142665.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 467,
      "fewer_than_5": false,
      "raum": 184673322.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 247,
      "fewer_than_5": false,
      "raum": 578451914.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 143140.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 3,
      "fewer_than_5": true,
      "raum": 48870203.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 2,
      "fewer_than_5": true,
      "raum": 524993.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/142665",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}