Data / Investment advisers / Missouri / Build Asset Management
Build Asset Management, Jefferson City, MO: $64.6 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Build Asset Management is an SEC registered investment adviser with its main office in Jefferson City, Missouri and reports $64.6 million in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include pooled investment vehicles, corporations and other businesses and investment companies. It is paid through a percentage of assets under management. It advises 1 private fund.
The request: Watch Build Asset Management (CRD number 298354): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 298354
- SEC file number
- 801-122911
- SEC status
- Approved, effective December 20, 2021
- Legal name
- Build Asset Management, LLC
- Main office
- 3608 West Truman Blvd. Suite 200, Jefferson City, MO 65109
- Phone
- (833) 852-8453
- Website
- getbuilding.com
- Regulatory AUM
- $64,585,809 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $64,585,809
- Accounts
- 11
- Employees
- 6, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Private funds
- 1: 1 other private fund
- Gross assets of private funds
- $30,844,363
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $30.8 million |
| Corporations or other businesses | Fewer than 5 | $15.2 million |
| Investment companies | 1 | $11.4 million |
| High net worth individuals | Fewer than 5 | $2.4 million |
| Individuals (other than high net worth individuals) | Fewer than 5 | $45,188 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $64.6 million | March 30, 2026 |
| December 1, 2025 | $44.2 million | April 18, 2025 |
Other advisers in Missouri
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Breiter Wealth Management, LLC | St. Louis | $113 million | Not listed | adviserinfo.sec.gov |
| Compass Wealth | St. Louis | $111.9 million | Not listed | adviserinfo.sec.gov |
| 4-C Personal Wealth Management Consultants, LLC | Creve Coeur | $109 million | Not listed | adviserinfo.sec.gov |
| Ten Peaks Partners L.L.C. | Clayton | $108.6 million | Not listed | adviserinfo.sec.gov |
| Truman Wealth Advisors | Columbia | $106 million | Not listed | adviserinfo.sec.gov |
| Millstone Capital Advisors, LLC | Saint Louis | Not listed | 7 | adviserinfo.sec.gov |
| Iselect Fund Management, LLC | St. Louis | Not listed | 6 | adviserinfo.sec.gov |
| Rivervest Venture Partners | St. Louis | Not listed | 5 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Missouri
- Advisers with $50 million to $100 million in AUM
- Advisers serving pooled investment vehicles
- Advisers serving corporations and other businesses
- Advisers that manage private funds
- Build Asset Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.