BUILDER INVESTMENT GROUP
BUILDER INVESTMENT GROUP INC Legal Name
Adviser information for BUILDER INVESTMENT GROUP last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Georgia, United States |
Employees
Total Number of Employees | 5 |
---|---|
Investment Advisory/Research | 3 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 1 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 569 | $758.8M |
Non-Discretionary | 0 | $0 |
Total | 569 | $758.8M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 89 | $97.2M |
HNW Individuals | 75 | $621.0M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 5 | $12.5M |
Charitable organizations | <5 | $11.6M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 3 | $16.5M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 1 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUMFixed fees |
Principal Office
4401 NORTHSIDE PKWY NWSUITE 520
ATLANTA
GA
United States
Monday - Friday, 8:30 A.M. - 5:00 P.M.
Tel: 404-233-9341, Fax: None
Websites
Chief Compliance Officer
DALE R. HAJOST
EVP
4401 NORTHSIDE PKWY NW
SUITE 520
ATLANTA
GA
United States
Tel:
404-233-9341
D******@**********M
(Full email address available in API data)
Industry Affiliates
ALLEN BUILDER | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
BUILDER, ALLEN, ANDRUS | Individual | – | PRESIDENT | 06/1997 | > 75% |
HAJOST, DALE, ROBERT | Individual | – | EXECUTIVE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | 06/1997 | < 5% |
JACKSON, JAMES, MONTGOMERY | Individual | – | VICE PRESIDENT | 06/2000 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 31st, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ABBOTT LABS | COM | 211K | 2K | – |
ABBVIE INC | COM | 400K | 2K | – |
AFLAC INC | COM | 2M | 21K | – |
ALPHABET INC | CAP STK CL A | 638K | 4K | – |
ALPHABET INC | CAP STK CL C | 444K | 2K | – |
AMAZON COM INC | COM | 278K | 1K | – |
AMERICAN TOWER CORP NEW | COM | 205K | 1K | – |
AMGEN INC | COM | 450K | 1K | – |
APPLE INC | COM | 2M | 11K | – |
APPLIED MATLS INC | COM | 581K | 2K | – |
AT&T INC | COM | 216K | 11K | – |
BALL CORP | COM | 3M | 43K | – |
BANK NEW YORK MELLON CORP | COM | 474K | 8K | – |
BECTON DICKINSON & CO | COM | 224K | 958 | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 365K | 897 | – |
BLACKSTONE INC | COM | 218K | 2K | – |
BOEING CO | COM | 228K | 1K | – |
BWX TECHNOLOGIES INC | COM | 5M | 48K | – |
CHEVRON CORP NEW | COM | 4M | 23K | – |
CISCO SYS INC | COM | 4M | 78K | – |
CLARUS CORP NEW | COM | 866K | 129K | – |
COCA COLA CO | COM | 5M | 83K | – |
COMCAST CORP NEW | CL A | 501K | 13K | – |
COPART INC | COM | 867K | 16K | – |
COSTCO WHSL CORP NEW | COM | 952K | 1K | – |
CROWN CASTLE INC | COM | 3M | 34K | – |
DIMENSIONAL ETF TRUST | US EQUITY ETF | 263K | 4K | – |
DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 5M | 127K | – |
DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 687K | 17K | – |
DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 17M | 288K | – |
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 13M | 424K | – |
DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 3M | 135K | – |
DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 2M | 47K | – |
DIMENSIONAL ETF TRUST | US CORE EQT MKT | 257K | 7K | – |
DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | 3M | 52K | – |
DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 414K | 14K | – |
DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 802K | 28K | – |
DIMENSIONAL ETF TRUST | US REAL ESTATE E | 1M | 63K | – |
ELI LILLY & CO | COM | 26M | 29K | – |
EQUIFAX INC | COM | 1M | 6K | – |
EQUINOX GOLD CORP | COM | 5M | 1M | – |
EXXON MOBIL CORP | COM | 8M | 68K | – |
FISERV INC | COM | 8M | 53K | – |
GALLAGHER ARTHUR J & CO | COM | 1M | 6K | – |
HALLIBURTON CO | COM | 6M | 168K | – |
HOME DEPOT INC | COM | 6M | 18K | – |
HONEYWELL INTL INC | COM | 950K | 4K | – |
INTERNATIONAL BUSINESS MACHS | COM | 428K | 2K | – |
ISHARES TR | RUS MDCP VAL ETF | 322K | 3K | – |
ISHARES TR | CORE S&P500 ETF | 2M | 4K | – |
ISHARES TR | RUS MD CP GR ETF | 2M | 16K | – |
ISHARES TR | RUS 2000 VAL ETF | 293K | 2K | – |
ISHARES TR | RUS 1000 GRW ETF | 640K | 2K | – |
ISHARES TR | RUS MID CAP ETF | 3M | 31K | – |
ISHARES TR | RUSSELL 2000 ETF | 2M | 8K | – |
ISHARES TR | MSCI EAFE ETF | 1M | 16K | – |
ISHARES TR | RUS 1000 ETF | 236K | 793 | – |
JOHNSON & JOHNSON | COM | 4M | 30K | – |
JPMORGAN CHASE & CO. | COM | 443K | 2K | – |
L3HARRIS TECHNOLOGIES INC | COM | 436K | 2K | – |
LAM RESEARCH CORP | COM | 319K | 300 | – |
LOCKHEED MARTIN CORP | COM | 5M | 11K | – |
LOWES COS INC | COM | 721K | 3K | – |
MARATHON PETE CORP | COM | 243K | 1K | – |
MARSH & MCLENNAN COS INC | COM | 8M | 39K | – |
MASTERCARD INCORPORATED | CL A | 219K | 496 | – |
MERCK & CO INC | COM | 1M | 8K | – |
MICROSOFT CORP | COM | 15M | 33K | – |
NEW PAC METALS CORP | COM | 15K | 10K | – |
NIKE INC | CL B | 230K | 3K | – |
NVIDIA CORPORATION | COM | 116M | 936K | – |
PAN AMERN SILVER CORP | COM | 5M | 258K | – |
PEPSICO INC | COM | 4M | 26K | – |
PFIZER INC | COM | 344K | 12K | – |
PROCTER AND GAMBLE CO | COM | 769K | 5K | – |
RANGE RES CORP | COM | 5M | 143K | – |
RTX CORPORATION | COM | 5M | 49K | – |
SCHLUMBERGER LTD | COM STK | 6M | 123K | – |
SCHWAB STRATEGIC TR | FUNDAMENTAL US S | 279K | 5K | – |
SCHWAB STRATEGIC TR | US LRG CAP ETF | 234K | 4K | – |
SCHWAB STRATEGIC TR | US BRD MKT ETF | 586K | 9K | – |
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 672K | 9K | – |
SCHWAB STRATEGIC TR | INTL EQTY ETF | 271K | 7K | – |
SCHWAB STRATEGIC TR | US SML CAP ETF | 220K | 5K | – |
SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 569K | 8K | – |
SELECT SECTOR SPDR TR | ENERGY | 996K | 11K | – |
SHELL PLC | SPON ADS | 221K | 3K | – |
SOUTHERN CO | COM | 522K | 7K | – |
SPDR S&P 500 ETF TR | TR UNIT | 3M | 5K | – |
TESLA INC | COM | 340K | 2K | – |
TEXAS INSTRS INC | COM | 5M | 23K | – |
THE CIGNA GROUP | COM | 3M | 10K | – |
THERMO FISHER SCIENTIFIC INC | COM | 221K | 400 | – |
TRAVELERS COMPANIES INC | COM | 244K | 1K | – |
UNION PAC CORP | COM | 1M | 4K | – |
UNITED PARCEL SERVICE INC | CL B | 6M | 43K | – |
VANGUARD WORLD FD | MATERIALS ETF | 935K | 5K | – |
VISA INC | COM CL A | 7M | 28K | – |
WALMART INC | COM | 614K | 9K | – |
WELLS FARGO CO NEW | COM | 252K | 4K | – |