# Roth Builder Investments

> Roth Builder Investments is a state-registered investment advisory firm in Chula Vista, CA, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 311169
- Filed as: ROTH BUILDER INVESTMENTS
- Legal name: Roth Builder Investments LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Chula Vista, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/311169
- AdvisorCensus page: https://advisorcensus.com/firm/roth-builder-investments-chula-vista-ca-311169

## Quick answers

**How is Roth Builder Investments compensated?**
On its Form ADV (Item 5.E, October 2026), Roth Builder Investments reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Roth Builder Investments located?**
Roth Builder Investments' principal office is in Chula Vista, CA, according to its Form ADV.

**Is Roth Builder Investments registered with the SEC or a state?**
Roth Builder Investments is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 311169.

**How much does Roth Builder Investments manage?**
Roth Builder Investments reports $0 in regulatory assets under management in its Form ADV filing dated March 31, 2026.

**Does Roth Builder Investments 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/311169

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- rothbuilder.com
- Facebook @RothBuilder
- LinkedIn @rothbuilder

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Roth Builder Investments (CRD 311169): Form ADV filing data as of October 2026.