Firm profile

BUILD ASSET MANAGEMENT

JEFFERSON CITY, MOCRD 298354Latest ADV March 30, 2026

Build Asset Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Jefferson City, MO. Its latest Form ADV filing, dated March 30, 2026, reports $65M in regulatory assets under management, 6 employees, and 11 accounts.

Assets Under Management
$65M
Employees
6
Offices
--
Total Clients
<5
Primary office
JEFFERSON CITY, MO
3608 WEST TRUMAN BLVD., SUITE 200, JEFFERSON CITY, MO, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

5 roles identified
CEOJohn L. Ruth
CCORita E. Tholt
CFOMatthew G. Dines

Advisory services offered

4 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for investment companies

Fee models offered

1 types reported
Asset based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentInvestment Cos. represent 50.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
50.0%
1
2
Pooled Investment Vehicles
50.0%
1
Categories with <5 clients
COLLECTIVE INVESTMENT TRUST<5 clients
Corporations or other businesses not listed above<5 clients
Other categories<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$65Mas of March 30, 2026
Discretionary100.0%
$65M
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.

Total AUM$65M
Total Accounts11
10Y AUM Change$-16M (-19.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees6
Clients per Employee0:1
10Y Employee Change-9 (-60.0%)

* 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.