{
  "crd_number": 298354,
  "slug": "build-asset-management-jefferson-city-mo-298354",
  "primary_business_name": "BUILD ASSET MANAGEMENT",
  "legal_name": "BUILD ASSET MANAGEMENT, LLC",
  "dbas": [
    "GET BUILDING"
  ],
  "city": "Jefferson City",
  "state": "MO",
  "country": "United States",
  "cbsa_code": "27620",
  "metro": {
    "cbsa_code": "27620",
    "common_name": "Jefferson City",
    "msa_name": "Jefferson City, MO",
    "path": "/advisors/mo/jefferson-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-12-20",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 64585809.0,
  "raum_discretionary": 64585809.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 6,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 4730622.0,
      "count": null,
      "description": "COLLECTIVE INVESTMENT TRUST",
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 45188.0,
      "count": null,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 11355222.0,
      "count": 1
    },
    "high_net_worth_individuals": {
      "raum": 2427878.0,
      "count": null,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 30844363.0,
      "count": 1
    },
    "corporations_other_businesses": {
      "raum": 15182536.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MO",
    "WA"
  ],
  "websites": [
    "https://bfix.fund",
    "https://buildbitcoin.com",
    "https://facebook.com/getbuilding",
    "https://getbuilding.com",
    "https://linkedin.com/company/build-asset-management/about"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/298354",
  "city_as_filed": "JEFFERSON CITY",
  "url": "https://advisorcensus.com/firm/build-asset-management-jefferson-city-mo-298354",
  "display_name": "Build Asset Management",
  "summary": "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.",
  "citation": "AdvisorCensus. Build Asset Management (CRD 298354): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is Build Asset Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Build Asset Management reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Build Asset Management located?",
      "a": "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)."
    },
    {
      "q": "Is Build Asset Management registered with the SEC or a state?",
      "a": "Build Asset Management is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 298354."
    },
    {
      "q": "How much does Build Asset Management manage?",
      "a": "Build Asset Management reports $64,585,809 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Build Asset Management's assets and staff changed since 2022?",
      "a": "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."
    },
    {
      "q": "What types of clients does Build Asset Management serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Build Asset Management use?",
      "a": "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."
    },
    {
      "q": "Does Build Asset Management 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/298354"
    },
    {
      "q": "Does Build Asset Management state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Build Asset Management's recent Form ADV filings?",
      "a": "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."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 113245915.0,
      "total_employees": 11,
      "filing_date": "2022-03-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 105446669.0,
      "total_employees": 7,
      "filing_date": "2023-10-04"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 109495795.0,
      "total_employees": 6,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 44176663.0,
      "total_employees": 6,
      "filing_date": "2025-04-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 64585809.0,
      "total_employees": 6,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $44,176,663 to $64,585,809 (+46%).",
        "No longer lists an office in Seattle, WA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "quotes": [
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/build-asset-management-jefferson-city-mo-298354.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": null,
      "fewer_than_5": true,
      "raum": 45188.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": null,
      "fewer_than_5": true,
      "raum": 2427878.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 11355222.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 30844363.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 15182536.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": true,
      "raum": 4730622.0
    }
  ],
  "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/298354",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
