Assetbuilder, Inc.
● SEC registered since 2007CRD 142665SEC# 801-67404Allen, TX
Reg. AUM
$812.7M
Employees
12
Accounts
1,665
Location
Allen, TX
Assetbuilder, Inc. assets under management
Assetbuilder, Inc. is an investment advisory firm registered with the SEC based in Allen, TX. The firm has been registered since 2007. It reports $812.7 million in regulatory assets under management and employs 12 people.
Assetbuilder, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Norris Scott Control | Chief Compliance Officer | Under 5% | 2024 |
| Bruce Dallas Griffith Control | President & Chief Operating Officer | Under 5% | 2019 |
| Kennon Stewart Grose Control | Chairman Of The Board | Over 75% | 2006 |
Frequently asked questions
How much does Assetbuilder, Inc. manage?
Assetbuilder, Inc. reports $812.7 million in regulatory assets under management on its Form ADV.
How many employees does Assetbuilder, Inc. have?
Assetbuilder, Inc. reports 12 employees.
Where is Assetbuilder, Inc. located?
Assetbuilder, Inc. is based in Allen, TX and has been SEC-registered since 2007.
Does Assetbuilder, Inc. disclose fund performance?
Assetbuilder, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1050 South Central Expy, Suite 1140, Allen, TX 75013 |
| Phone | 972-535-4040 |
| Fax | 214-556-3848 |
| Office hours | 8:30a.m.-4:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$812.7M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$812.7Mregulatory AUM
Discretionary $812.7M