AdvisorCensus / Financial advisors / Missouri / Jefferson City / Build Asset Management
Build Asset Management
Filed as BUILD ASSET MANAGEMENT · Legal name Build Asset Management, LLC
Build Asset Management is an SEC-registered investment advisory firm in Jefferson City, MO, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.
Quick answers
From the filingHow is Build Asset Management compensated?
On its Form ADV (Item 5.E, October 2026), Build Asset Management reports these compensation arrangements: a percentage of assets under its management.
Where is Build Asset Management located?
Build Asset Management's principal office is in Jefferson City, MO, according to its Form ADV; the May 2025 filing also lists 1 other office (Schedule D, Section 1.F).
Is Build Asset Management registered with the SEC or a state?
Build Asset Management is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 298354.
How much does Build Asset Management manage?
Build Asset Management reports $64,585,809 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).
How have Build Asset Management's assets and staff changed since 2022?
In the Form ADV data for Build Asset Management: Regulatory assets under management: $113,245,915 in the October 2022 data and $64,585,809 in the October 2026 data, down 43%. Total employees: 11 in October 2022 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Build Asset Management serve?
By number of clients on Form ADV Item 5.D: investment companies (1); pooled investment vehicles (other than investment companies and business development companies) (1).
Which custodians does Build Asset Management use?
Build Asset Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Build Asset Management report any disciplinary disclosures?
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/298354
Does Build Asset Management state an account minimum?
Its Form ADV Part 2A brochure dated March 30, 2026 says: "In general, we do not require a minimum dollar amount to open and maintain an advisory account; however, we have the right to terminate your Account if it falls to a level which, in our sole opinion, is too small to manage effectively."
What changed in Build Asset Management's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $44,176,663 to $64,585,809 (+46%). No longer lists an office in Seattle, WA.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
In general, we do not require a minimum dollar amount to open and maintain an advisory account; however, we have the right to terminate your Account if it falls to a level which, in our sole opinion, is too small to manage effectively.
As stated in the firm's Form ADV Part 2A brochure dated March 30, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$64,585,809 as of October 2026, filing dated March 30, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Legal name
- Build Asset Management, LLC
- Also doing business as
- GET BUILDING
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (4 years)
- Employees
- Total: 6. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the May 2025 filing
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $64,585,809 | 6 | March 30, 2026 |
| October 2025 | $44,176,663 | 6 | April 18, 2025 |
| October 2024 | $109,495,795 | 6 | March 29, 2024 |
| October 2023 | $105,446,669 | 7 | October 4, 2023 |
| October 2022 | $113,245,915 | 11 | March 28, 2022 |
Regulatory assets under management: $113,245,915 in the October 2022 data and $64,585,809 in the October 2026 data, down 43%.
Total employees: 11 in October 2022 and 6 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $44,176,663 to $64,585,809 (+46%).
- No longer lists an office in Seattle, WA.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Build Asset Management (CRD 298354): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/build-asset-management-jefferson-city-mo-298354