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BUILDGROUP MANAGEMENT

AUSTIN, TX · CRD 289150 · IAPD ↗ · 917-763-0770

$294.4MRegulatory AUM
3Advisory reps
5Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

33
April 2026 — BUILDGROUP MANAGEMENT reported RAUM down 45% ($537.0M -> $294.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
38
April 2025 — BUILDGROUP MANAGEMENT shrank from 7 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2025 — BUILDGROUP MANAGEMENT crossed $500M in regulatory AUM ($371.3M -> $537.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.