# AssetBuilder

AssetBuilder is a Bank / Wealth / Trust based in Allen, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Allen, United States
- **Region:** North America
- **Address:** Plano, TX, United States
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** assetbuilder.com
- **LinkedIn:** https://www.linkedin.com/company/assetbuilder

## Regulatory record

- **CRD number:** 142665
- **SEC file number:** 801-67404
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/142665

## About

AssetBuilder is an SEC-registered investment adviser in ALLEN, TX, registered since 2007. The firm manages approximately $813 million in regulatory assets. It has 12 employees and 7 investment advisers.

## Questions

### What investment philosophy drives AssetBuilder's portfolio construction?

AssetBuilder follows an evidence-based investment philosophy rooted in academic research. Portfolios are designed to capture market returns through broad diversification and factor exposure—specifically targeting small-cap and value premiums. The firm avoids market timing and individual stock selection.

### How does AssetBuilder charge for its services?

AssetBuilder distinguishes itself by charging a flat annual retainer fee rather than the more common percentage of assets under management. This model is designed to reduce conflicts of interest as a client's portfolio grows. The fee covers investment management, trading, and rebalancing.

### Does AssetBuilder offer access to human financial advisors?

Yes, the service is a hybrid model. The core is a direct-to-consumer digital platform for account setup, goal tracking, and automated portfolio management. Clients can also consult with human advisors for planning questions, blending technology with personal guidance.

### Who runs investment decisions at AssetBuilder?

The firm has not publicly disclosed the names of its current investment committee or managing principals. Its investment methodology is a systematic, rules-based process driven by the firm's proprietary model, rather than discretionary active management.

## Related profiles

- [Asset Dedication](https://altss.com/profile/asset-dedication)

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Last updated: 2026-06-03T20:00:00.000Z

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