RIA Intel›Advisers›Texas›ASSETBUILDER, INC.

ASSETBUILDER, INC.

Advisory

N·ALLEN, TX

Data as of Apr 22, 2026 · Source: SEC Form ADV

Total AUM
$813M
1-Year AUM Growth
0.0%
3-Year CAGR
-2.2%
Employees
7
Assets Under Management
Total AUM$813M
Discretionary AUM$813M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients741
Team
Total Employees7
Investment Advisers12
Employee Growth (1Y)+16.7%
Filing History
Total Filings on Record40
First FilingDec 4, 2006
Latest FilingApr 22, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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