BUILDER INVESTMENT GROUP

RIASEC RegisteredEst. 1983

Total AUM

$953M

Discretionary

$953M

100% of AUM

Avg account

$1.6M

Accounts

582

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 107671
Registered since: October 1, 1983
Website: www.big-inc.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM
Client types: HNWI81.84%
Individuals12.75%
Corporations / Businesses2.2%
Pension & Profit Sharing Plans1.64%
Charitable Organizations1.57%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Builder Investment Group is an independent, owner-managed registered investment adviser organized as a corporation and SEC-registered since 1983. The firm operates on a percentage-of-assets fee model and serves both individual/family and institutional clients. Its advisory work centers on portfolio management for individuals and small businesses, as well as for business and institutional accounts. Builder Investment Group does not position itself as a capital allocator, is not registered as a multi-state adviser, and does not identify as an active ESG investor. The firm relies on externally managed strategies for parts of its book and combines traditional equity-focused portfolios with allocations to private market and credit strategies for clients who require broader diversification.