SourcingSourcing

BUILD ASSET MANAGEMENT, LLC

B56
CRD 298354·SEC 801-122911·JEFFERSON CITY, MO
AUM
$64.6M
$25M-$100M
Est. Revenue
$646K
@ 1% on AUM
Est. EBITDA
$194K
@ 30% margin
Est. Deal Value
$1.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BUILD ASSET MANAGEMENT, LLC
CRD
298354
SEC file #
801-122911
EIN
923576925
DBA names
Build Asset Management

Economics

AUM
$64.6M
AUM band
$25M-$100M
AUM trajectory
'22'26
$80.3M → $64.6M▼ -20%
Client mix
Investment Companies1
Pooled Investment Vehicles1

Operations

Employees (total)
6
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'22'26
11 advisors → 3 advisors▼ -73%
Primary office
JEFFERSON CITY MO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
getbuilding.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DINES, MATTHEW, G.
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
DINES, MATTHEW, G.
RUTH, JOHN, L.
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GETBUILDING.COM
Rdap Domain Creation Date
2004-09-16T19:14:23Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
Rdap Registrar
NameCheap, Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001981991
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2023-06-16
Edgar Last Filing Date
2026-02-12
Edgar Form D Count
3
Edgar Form D Offerings
2026-02-122026-02-12 · 0001981991-26-000001
2025-01-282025-01-28 · 0001981991-25-000001

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.218
Soi Zip Pct 200k Plus
0.046
Soi Zip Returns 200k Plus
910
Soi Zip Total AGI
1,484,784
Fdic Zip Total Deposits
18,660,772,000
Fdic Zip Branch Count
182
Fdic Zip Top Banks
Jefferson Bank of Missouri
Premier Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
3608 WEST TRUMAN BOULEVARD, SUITE 200JEFFERSON CITY, MO 65109
Business
3608 WEST TRUMAN BOULEVARD, SUITE 200JEFFERSON CITY, MO 65109
Edgar EIN
923576925
Edgar Recent Filings
D/A2026-02-12 · 0001981991-26-000001
D/A2025-01-28 · 0001981991-25-000001
Fdic Zip Branches Raw
Premier BankJefferson City, MO
Capital Savings Bank, F.S.B.Jefferson City, MO
Fdic Zip HHI
2185.14
Fdic Zip Top Bank Share Pct
36.16
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-16T19:14:23Z
Rdap Domain Last Changed
2025-08-17T07:17:16Z
Rdap Nameservers
Ns1.bdm.microsoftonline.comNs2.bdm.microsoftonline.comNs3.bdm.microsoftonline.comNs4.bdm.microsoftonline.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI60,567
Returns4,840
Stub 2
AGI191,812
Returns5,220
Stub 3
AGI196,649
Returns3,190
Soi Zip Total Business Income
37,882
Soi Zip Total Cap Gains
57,359
Soi Zip Total Dividends
34,118
Soi Zip Total Returns
19,770
Top Owner CRD
7057773
Trust Company Affiliate
No

People (4)

4
DINES, MATTHEW, G.
IAR · Direct Owner · 37.5%
7057773
RUTH, JOHN, L.
IAR · Direct Owner · 37.5%
5753265
Martin, David, Edward
IAR · Executive Officer · 2.5%
7169483
RITA ELIZABETH THOLT
Executive Officer · 2.5%
2194696