Builder Investment Group Inc
● SEC registered since 1983CRD 107671SEC# 801-19907Atlanta, GA
Reg. AUM
$952.5M
Employees
6
Accounts
582
Location
Atlanta, GA
About Builder Investment Group
Builder Investment Group focuses on helping clients succeed along their financial path through a trust-centered advisory relationship. It stresses commitment to client objectives and a shared journey toward personal financial goals.
Summary based on the firm’s website.
Builder Investment Group Inc assets under management
Builder Investment Group Inc is a registered investment adviser overseen by the SEC based in Atlanta, GA. The firm has been registered since 1983. It reports $952.5 million in regulatory assets under management and employs 6 people.
Builder Investment Group Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Allen Andrus Builder Control | President | Over 75% | 1997 |
| Dale Robert Hajost Control | Executive Vice President/Chief Compliance Officer | Under 5% | 1997 |
| James Montgomery Jackson | Vice President | Under 5% | 2000 |
Frequently asked questions
How much does Builder Investment Group Inc manage?
Builder Investment Group Inc reports $952.5 million in regulatory assets under management on its Form ADV.
How many employees does Builder Investment Group Inc have?
Builder Investment Group Inc reports 6 employees.
Where is Builder Investment Group Inc located?
Builder Investment Group Inc is based in Atlanta, GA and has been SEC-registered since 1983.
Does Builder Investment Group Inc disclose fund performance?
Builder Investment Group Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4401 Northside Pkwy NW, Suite 520, Atlanta, GA 30327 |
| Phone | 404-233-9341 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$952.5M▲ 14%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,389 advisers
EmployeesTop 56%
More than 44% of 16,799 advisers
Assets under management
$952.5Mregulatory AUM
Discretionary $952.5M