# Build Financial Advisors, LLC

> Build Financial Advisors, LLC is a state-registered investment advisory firm, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 14, 2026.

- CRD: 323201
- Filed as: BUILD FINANCIAL ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: January 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/323201
- AdvisorCensus page: https://advisorcensus.com/firm/build-financial-advisors-llc-323201

## Quick answers

**How is Build Financial Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Build Financial Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Build Financial Advisors, LLC registered with the SEC or a state?**
Build Financial Advisors, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 323201.

**How much does Build Financial Advisors, LLC manage?**
Build Financial Advisors, LLC reports $3,578,994 in regulatory assets under management in its Form ADV filing dated January 14, 2026 (97% discretionary).

**Does Build Financial Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/323201

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $3,578,994
- Discretionary: $3,483,453
- Non-discretionary: $95,541

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $183,281 |
| High net worth individuals | Fewer than 5 | $3,395,713 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Build Financial Advisors, LLC (CRD 323201): Form ADV filing data as of October 2026.