Build Financial Advisors, LLC

Overview

Build Financial Advisors, LLC operates as a small, fee-based RIA focused on financial planning and portfolio management for individuals and small businesses. The firm's asset allocation preference skews heavily toward equities, with a notable tilt to non-exchange-traded equity positions. Their mix of services — fee-as-a-percentage-of-AUM, hourly and fixed fees — signals flexibility for both ongoing wealth-management relationships and project-based planning work. Industry affiliations include accounting relationships, which suggests the firm emphasizes tax-aware planning and coordination with client tax advisors. Investment activity appears concentrated and selective rather than broad-based: the firm uses external mutual fund managers and allocates to hedge funds for alternative exposure. Given the small scale of assets under management, portfolio construction is likely focused on concentrated equity positions supplemented by pooled strategies from Vanguard, Baron Capital and Fidelity to cover core market exposures and active management needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices