Fee-only adviser · Jefferson City, MO

Build Asset Management

Build Asset Management is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Jefferson City, Missouri. On its latest Form ADV, filed March 30, 2026, it reports $65M in regulatory assets under management and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

RegistrationSEC-registered
Firm CRD number298354 · SEC file 801-122911
Office3608 West Truman Blvd. Suite 200
Jefferson City, MO 65109
Phone(833) 852-8453
Websitegetbuilding.com
Regulatory assets under management$65M
Individual clientsFewer than 5
Financial planning clientsNot reported
How it chargesPercentage of assets
ServicesPortfolio management
Employees6
Disciplinary disclosuresNone reported
Latest Form ADV filingMarch 30, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

  • It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
  • It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

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