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BUILD ASSET MANAGEMENT

JEFFERSON CITY, MO · CRD 298354 · IAPD ↗ · getbuilding.com · 833-852-8453

$64.6MRegulatory AUM
3Advisory reps
6Employees
0Clients
n/aPlanning clients
1Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — BUILD ASSET MANAGEMENT reported RAUM up 46% ($44.2M -> $64.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2026 — BUILD ASSET MANAGEMENT now reports custody of client assets ($30.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
April 2025 — BUILD ASSET MANAGEMENT reported RAUM down 60% ($109.5M -> $44.2M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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