AdvisorCensus / Financial advisors / Texas / Austin / Buildgroup Management
Buildgroup Management
Filed as BUILDGROUP MANAGEMENT · Legal name Buildgroup Management, LLC
Buildgroup Management is an SEC-registered investment advisory firm in Austin, TX, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 30, 2026.
Quick answers
From the filingHow is Buildgroup Management compensated?
On its Form ADV (Item 5.E, October 2026), Buildgroup Management reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is Buildgroup Management located?
Buildgroup Management's principal office is in Austin, TX, according to its Form ADV.
Is Buildgroup Management registered with the SEC or a state?
Buildgroup Management is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 289150.
How much does Buildgroup Management manage?
Buildgroup Management reports $294,443,559 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (100% discretionary).
How have Buildgroup Management's assets and staff changed since 2021?
In the Form ADV data for Buildgroup Management: Regulatory assets under management: $348,812,086 in the October 2021 data and $294,443,559 in the October 2026 data, down 16%. Total employees: 9 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Buildgroup Management serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4).
Does Buildgroup 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/289150
Does Buildgroup Management state an account minimum?
Its Form ADV Part 2A brochure dated March 31, 2026 says: "The minimum initial capital commitment generally required for an investor in a Fund is $10,000,000 (subject to BuildGroup Management’s discretion to accept a lesser amount)."
What changed in Buildgroup Management's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $536,979,841 to $294,443,559 (-45%). Updated its list of owners and control persons (Schedule A).
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
- Performance-based fees
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: $10,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The minimum initial capital commitment generally required for an investor in a Fund is $10,000,000 (subject to BuildGroup Management’s discretion to accept a lesser amount).
As stated in the firm's Form ADV Part 2A brochure dated March 31, 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$294,443,559 as of October 2026, filing dated June 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 pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Legal name
- Buildgroup Management, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2017 (9 years)
- Employees
- Total: 5. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
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 | $294,443,559 | 5 | June 30, 2026 |
| October 2025 | $536,979,841 | 4 | March 31, 2025 |
| October 2024 | $371,333,073 | 7 | March 29, 2024 |
| October 2023 | $395,057,517 | 8 | October 2, 2023 |
| October 2022 | $458,724,660 | 10 | March 29, 2022 |
| October 2021 | $348,812,086 | 9 | March 30, 2021 |
Regulatory assets under management: $348,812,086 in the October 2021 data and $294,443,559 in the October 2026 data, down 16%.
Total employees: 9 in October 2021 and 5 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 $536,979,841 to $294,443,559 (-45%).
- Updated its list of owners and control persons (Schedule A).
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. Buildgroup Management (CRD 289150): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/buildgroup-management-austin-tx-289150