RIA Intel›Advisers›Florida›BUILD FINANCIAL ADVISORS, LLC

BUILD FINANCIAL ADVISORS, LLC

Advisory

Data as of Jan 14, 2026 · Source: SEC Form ADV

Rank in FL

#2,386

of 2,610 advisers by AUM

Average account

$716K

across 5 accounts

AUM per adviser

$4M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 14, 2026.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$4M

Discretionary AUM$3M

Non-Discretionary AUM$96K

Discretionary %97.3%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, IL, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

MOTUS PARTNERS LLC

$4M

JAMES W. WALKER, P.A.

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$4M

LBA RETIREMENT PLAN SERVICES LLC

JACKSONVILLE, FL

$4M

AGGREGATE FINANCIAL SERVICES, INC.

$4M

COMMONSENSE FINANCIAL GROUP INC

ALTAMONTE SPRINGS, FL

$4M

CPA SYNCED FINANCIAL LLC

$4M

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