Builder Investment Group
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
FINTRXOverview
Builder Investment Group is an independent registered investment adviser that has been operating since the early 1980s. The firm manages portfolios for individuals, families and institutions on a percentage-of-AUM fee schedule and provides discretionary portfolio management for both personal and business/institutional clients. Builder does not identify as an ESG-focused allocator and does not act as a capital allocator running its own external funds; instead it uses third‑party managers for alternative exposures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities54%
- Public Funds/Mutual Funds22%
- Investment Grade Corp Bonds8%
- State & Local Bonds5%
- Cash & Cash Equivalents4%
Contacts
3 of 4
Dale Hajost
PrincipalCRD 1871128
Allen Builder
PresidentCRD 4387903
Caroline Hajost
Financial AdvisorCRD 6528392
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$119M in ETFs
22%
$26.2M
75%
$92.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US SMALL CAP ETF (DFAS) | Dimensional | Active | Small Blend | $26.7M | 324,817 | 22.53% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 4401 Northside Pkwy Nw
- Time zone
- ET (UTC-5)
- Office locations
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