Assetbuilder, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Allen, TX. Its latest Form ADV filing, dated April 22, 2026, reports $813M in regulatory assets under management, 12 employees, and 1,665 accounts.
Assets Under Management
$813M
Employees
12
Offices
--
Total Clients
720
Primary office
ALLEN, TX
1050 SOUTH CENTRAL EXPY, SUITE 1140, ALLEN, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 64.9% of total clients.
Top client categories% of clientsClients
1
Individuals
64.9%
467
2
HNWI
34.3%
247
3
Charitable
0.4%
3
4
Corporations
0.3%
2
5
Pension Plans
0.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$813Mas of April 22, 2026
Discretionary100.0%
$813M
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$813M
Total Accounts1,665
10Y AUM Change+$80M (+10.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee60:1
10Y Employee Change+1 (+9.1%)
* 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.