Investment adviser · CRD 142665

ASSETBUILDER, INC.

Investment adviser filing (IA)

ALLEN, TX, United States · Form ADV filed Apr 22, 2026

Regulatory AUM
$813M
Form ADV · Item 5.F
Client accounts
1,665
Accounts, not individual clients
Employees
12
Reported in this filing
Advisory professionals
7
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals247$578,451,91471.2%
Individuals467$184,673,32222.7%
CharitiesFewer than 5$48,870,2036.0%
Corporations & businessesFewer than 5$524,9930.1%
Retirement plansFewer than 5$143,1400.0%
Filing source

Form ADV 2097101 · Apr 22, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 22, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Fixed

Principal office

1050 SOUTH CENTRAL EXPY, SUITE 1140
ALLEN, TX, 75013, United States

CRD 142665

Filing source

Form ADV 2097101 · Apr 22, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.