Builder Investment Group is an SEC registered investment adviser organized as a corporation with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 31, 2026, reports $953M in regulatory assets under management, 6 employees, and 582 accounts.
Assets Under Management
$953M
Employees
6
Offices
--
Total Clients
185
Primary office
ATLANTA, GA
4401 NORTHSIDE PKWY NW, SUITE 520, ATLANTA, GA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.8% of total clients.
Top client categories% of clientsClients
1
Individuals
50.8%
94
2
HNWI
43.2%
80
3
Pension Plans
2.2%
4
4
Charitable
2.2%
4
5
Corporations
1.6%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$953Mas of March 31, 2026
Discretionary100.0%
$953M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$953M
Total Accounts582
10Y AUM Change+$600M (+169.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee31:1
10Y Employee Change+1 (+20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.