BUILDER INVESTMENT GROUP INC

CRD

107671

SEC file #

801-19907

EIN

581526065

DBA names

Builder Investment Group

Economics

AUM

$952.5M

AUM band

$500M-$1B

AUM trajectory

'20 · $442.5M

'21 · $473.1M

'22 · $531.5M

'23 · $647.4M

'25 · $837.8M

'26 · $952.5M

'20'26

$442.5M → $952.5M▲ +115%

sec adv history

Client mix

Individuals Other	94
Individuals High Net Worth	80
Pension Profit Sharing Plans	4
Charitable Organizations	4
Corporations	3

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 3 advisors

'21 · 3 advisors

'22 · 3 advisors

'23 · 3 advisors

'25 · 4 advisors

'26 · 4 advisors

'20'26

3 advisors → 4 advisors▲ +33%

sec adv history

Primary office

ATLANTA GA

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Portfolio mgmt — individualsPortfolio mgmt — businesses

Fee basis

% of AUM

Filings

Latest ADV filing

03/31/2026

ADV-W filed at

—

Website

big-inc.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

BUILDER, ALLEN, ANDRUS

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

BUILDER, ALLEN, ANDRUS

HAJOST, DALE, ROBERT

Solo Advisor Indicator

Succession Risk Solo Owner

Yes

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

BIG-INC.COM

Rdap Domain Creation Date

1997-10-28T05:00:00Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Participants

Form 5500 Compensation Trajectory 3y

2024

Form 5500 Plan Count Trajectory 3y

2024

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0000727117

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2023-02-24

Edgar Last Filing Date

2026-04-14

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-14

Accession0001172661-26-001480

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4
Fidelity	2

adv brochure

Edgar Addresses

Mailing

4401 NORTHSIDE PKWY NWSUITE 520ATLANTA, GA 30327

Business

4401 NORTHSIDE PKWY NWSUITE 520ATLANTA, GA 30327

Edgar EIN

581526065

Edgar Recent Filings

13F-HR2026-04-14 · 0001172661-26-001480

13F-HR2026-01-28 · 0001172661-26-000338

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2030-10-27T04:00:00Z

Rdap Domain Last Changed

2025-10-29T12:41:22Z

Rdap Nameservers

Ns67.worldnic.comNs68.worldnic.com

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Top Owner CRD

4387903

Trust Company Affiliate