Build Financial Advisors, LLC

Build Financial Advisors, LLC is a registered investment advisor providing fiduciary wealth management for high-net-worth clients.

Build Financial Advisors, LLC

BUILD FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser with $4 million in regulatory assets under management. The firm manages $3 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Year founded

—

AUM

Undisclosed

Location

Region

—

Country

—

City

—

Corporate office

—

What services does Build Financial Advisors offer?

Build Financial Advisors provides financial planning, investment management, tax planning, and estate planning services. As a registered investment advisor, it acts as a fiduciary for clients. Services are customized to individual client goals, with no proprietary product mandates.

How does Build Financial Advisors structure its fees?

The firm typically charges a fee based on assets under management, with rates varying by client size and complexity. It may also offer hourly or project-based financial planning fees. Fee disclosures are provided in its Form ADV, which is publicly available via the SEC's IAPD database.

Is Build Financial Advisors a single-family or multi-family office?

Build Financial Advisors operates as a multi-family office and registered investment advisor, serving multiple unrelated families and individuals. It is not a single-family office managing a single dynasty's capital.

What investment philosophy does Build Financial Advisors follow?

The firm uses a holistic approach, combining asset allocation with tax-efficient strategies. Investments cover public equities, fixed income, real estate, and alternatives. It does not appear to have a public track record of direct private equity deals or venture capital.

Where is Build Financial Advisors headquartered?

The firm's physical location is not publicly confirmed, but it is registered as a U.S.-based RIA. Specific city and state details are not available in public filings or marketing materials.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.