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Chairman of the Board · Assetbuilder, Inc.

Kennon S. Grose

CRD 4955871 · Named on Form ADV at one SEC-registered adviser

At a glance

Assetbuilder, Inc., an SEC-registered wealth manager based in Allen, TX with $813 million in regulatory assets, lists Kennon S. Grose on its Form ADV as Chairman of the Board, a control person.

Firms and roles

  • Assetbuilder, Inc.Chairman of the BoardWealth manager · Allen, TX · $813M in regulatory assets

AtlasMembers

Kennon’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kennon’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.