Builder Advisor Group, LLC

Overview

Builder Advisor Group, LLC is a limited liability company that has been SEC-registered since 2012. The firm is classified as an investment bank and placement agent rather than a capital allocator or traditional discretionary wealth manager. Ownership is listed as a mix of a domestic entity and an individual. Public data indicate the firm does not describe itself as an active ESG investor, is not a multi-state adviser, and does not present itself as a pension consultant or related adviser. The classification and the absence of reported advisory assets suggest Builder Advisor Group primarily operates in capital markets and placement activities—sourcing, structuring, or distributing private capital—rather than serving as a manager of client investment portfolios.

Assets & Accounts

Location & Offices