Asset manager · Jefferson City, MO
Build Asset Management
Build Asset Management, LLC · SEC-registered investment adviser · CRD 298354 · SEC 801-122911
At a glance
Build Asset Management is an SEC-registered investment adviser based in Jefferson City, Missouri, with $65 million in regulatory assets under management as of its Form ADV filed March 30, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a asset manager, ranked 2,402nd of 3,218 asset managers and 15,761st of 17,210 SEC-registered advisers by assets.
Main office 833-852-8453getbuilding.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $65M
- Rank among asset managers
- #2,402 of 3,218
- Rank among all SEC RIAs
- #15,761 of 17,210
- Rank in Missouri
- #189 of 196
- Clients
- 2
- Accounts
- 11
- Discretionary
- 100% of AUM
- Employees
- 6
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- Matthew G. DinesChairman, Chief Financial Officer, Chief Investment Officer
- John L. RuthPresident, CEO
- Rita E. TholtChief Compliance Officer
- David E. MartinChief Operating Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 1 | $31M | 48% |
| Corporations or other businesses | – | $15M | 24% |
| Investment companies | 1 | $11M | 18% |
| Other | – | $5M | 7% |
| High-net-worth individuals | – | $2M | 4% |
| Individuals | – | $0M | <1% |
Private funds
Build Asset Management reports 1 private funds with $31M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Build Asset Management reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗getbuilding.com ↗
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The full record on Build Asset Management
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 4 years of filings
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- Growth over one, three and five years
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- Rank against 384 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Build Asset Management manage?
Build Asset Management reports $65 million in regulatory assets under management across 11 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
What kind of firm is Build Asset Management?
Build Asset Management is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Build Asset Management’s clients?
By assets, its largest client types are pooled investment vehicles ($31 million, 1 clients); corporations or other businesses ($15 million); investment companies ($11 million, 1 clients).
Does Build Asset Management manage private funds?
Yes. It reports 1 private funds with $31 million in gross assets, including other private funds.
Does Build Asset Management have any disciplinary history?
Build Asset Management reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Build Asset Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →