DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
B•••• A•••• M•••••••••
Asset manager (funds and pooled vehicles)Jefferson City, MissouriCRD 298354SEC 801-122911websiteIAPD
Legal name B•••• A•••• M••••••••• L••
Latest filing Mar 30, 2026
First filing on the tape Nov 19, 2021 · 9 filings
SEC status approved since Dec 20, 2021
RAUM
$64.6M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
3.8%
$2.5M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$21.5M
derived; firm RAUM over IAPD count
Employees
6
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$64.6M as of Mar 30, 2026
Mar 28, 2022$113M then
HNW client RAUM$2.4M as of Mar 30, 2026
Mar 28, 2022$0 then
State-registered IARs (5.B.3)3 as of Mar 30, 2026
Mar 28, 20226 then
Employees (5.A)6 as of Mar 30, 2026
Mar 28, 202211 then
Private funds1 as of Mar 30, 2026
Mar 29, 20241 then
RAUM +46% over the last fiscal year-15% a year over threeIARs 3 to 3offices 1 to 0
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
- RAUM per advisor
- $21.5MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $5.9MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +46%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$30.8M52%
- Corporations and businesses$15.2M25%
- Investment companies$11.4M19%
- High-net-worth individuals$2.4M4.1%
- Individuals$45,1880.1%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 11reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.04 fund_share=0.65 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J••• L• R••• | Jefferson City, Mo | Apr 5, 2019 | 17 y | 2 |
| M•••••• G••••• D••••Chartered Financial Analyst | Seattle, Wa | Jul 16, 2019 | 12 y | 0 |
| D•••• E••••• M••••• | Seattle, Wa | Aug 24, 2019 | 14 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- M•••••• J••••• C••••• to E••• B••••• A•••••••• L••Apr 27, 2022 · Other
- D•••• M••••• to L••••• A•••• M••••••••• L••Dec 21, 2021 · Other
- J•••• C••••••• K••••••• to B•••••• P••••• W••••• M•••••••Nov 17, 2021 · Other
- H••• M•••••• T••••• to H••• S••••••••• •••• I•••Jun 21, 2021 · Other
- J•••••• T••••• to A••••••••• F•••••••• S•••••••• L••May 18, 2021 · Other
- J•••••• T• L••••• to M••••• S••••••Mar 1, 2021 · Other
- C•••••• D••••• C•••• to T•• A•••••••• I•••Mar 1, 2021 · Other
- T••••• A•••• B•••••• to T•••• I••••••••• M•••••••••Mar 1, 2021 · Other
- S••••• B•••••• to U•• F•••••••• S••••••• I•••Mar 1, 2021 · Other
Joined, latest
- J•••••• T••••• from A•••••••• F•••• M••••••••• L••Jul 1, 2020 · Other
- M•••••• J••••• C••••• from M••••• O• O•••• I••••••• S•••••••• I•••Mar 10, 2020 · Other
- T••••• A•••• B•••••• from S•••••• P••••••• I••••••••• S••••••••• L••Mar 10, 2020 · Other
- J•••••• T• L••••• from L•••• A••••• • C•• L••Apr 5, 2019 · Other
- J••• L• R••• from C••••••••• S••••••••• L••Apr 5, 2019 · Other
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B•••• S•••••• I••••• F••• I• | Other Private Fund | $17.6M | 12 | Dec 12, 2023 |
Owners and control persons
Schedule A and B, latest filing
- D••••• M••••••• G• · Chairman, Chief Financial Officer, Chief Investment Officercontrolsince 12/2018 · owns 25% to 50%
- M•••••• D••••• E••••• · Chief Operating Officercontrolsince 03/2019 · owns less than 5%
- R•••• J•••• L• · President, Ceocontrolsince 12/2018 · owns 25% to 50%
- T••••• R•••• E•••••••• · Chief Compliance Officercontrolsince 11/2021 · owns less than 5%
Entity owners
- S•• R••• P••••••• H•••••••• L•• · Memberdirect · owns 10% to 25%
Related persons
Schedule D 7.A
- B•••• S•••••• I••••• F••••• G•pooled vehicle sponsory
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Seattle, Wa | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Seattle, WA2 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- custody status changedChange between filings · filing Mar 30, 2026custody of client assets (Item 9.A): no on the filing of 2025-04-18, yes on the filing of 2026-03-30peers: asset managers, under $100M (330)
- institutional asset share shiftChange between filings · filing Mar 30, 2026institutional share of RAUM moved from 0.0% to 24.0% between the annual amendments of 2025-04-18 and 2026-03-30peers: asset managers, under $100M (330)
What changed
consecutive filings, newest first
- Accounts · 13 to 11Apr 18, 2025 to Mar 30, 2026
- Assets in custody · unset to 0.0Apr 18, 2025 to Mar 30, 2026
- Custody of client assets · false to trueApr 18, 2025 to Mar 30, 2026
- Other offices · 1 to 0Apr 18, 2025 to Mar 30, 2026
- Discretionary RAUM · $44.2M to $64.6MApr 18, 2025 to Mar 30, 2026
- HNW RAUM · $4.0M to $2.4MApr 18, 2025 to Mar 30, 2026
- Individual RAUM · $43,492 to $45,188Apr 18, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $28.1M to $30.8MApr 18, 2025 to Mar 30, 2026
- RAUM · $44.2M to $64.6MApr 18, 2025 to Mar 30, 2026
- Accounts · 8 to 13Mar 29, 2024 to Apr 18, 2025
- Financial planning clients · unset to Mar 29, 2024 to Apr 18, 2025
- Discretionary RAUM · $109M to $44.2MMar 29, 2024 to Apr 18, 2025
- HNW RAUM · $4.1M to $4.0MMar 29, 2024 to Apr 18, 2025
- Individual RAUM · $41,386 to $43,492Mar 29, 2024 to Apr 18, 2025
- Pooled vehicle RAUM · $18.3M to $28.1MMar 29, 2024 to Apr 18, 2025
- RAUM · $109M to $44.2MMar 29, 2024 to Apr 18, 2025
- Accounts · 5 to 8Dec 12, 2023 to Mar 29, 2024
- Advisory employees · 4 to 3Dec 12, 2023 to Mar 29, 2024
- Advisory activities · 2 to 4Dec 12, 2023 to Mar 29, 2024
- BD registered reps · 1 to 0Dec 12, 2023 to Mar 29, 2024
- Charity clients · 0.0 to unsetDec 12, 2023 to Mar 29, 2024
- Corporate clients · 0.0 to unsetDec 12, 2023 to Mar 29, 2024
- HNW clients · 0.0 to unsetDec 12, 2023 to Mar 29, 2024
- Individual clients · 0.0 to unsetDec 12, 2023 to Mar 29, 2024
- Pension plan clients · 0.0 to unsetDec 12, 2023 to Mar 29, 2024
- Pooled vehicle clients · unset to 1.0Dec 12, 2023 to Mar 29, 2024
- Employees · 7 to 6Dec 12, 2023 to Mar 29, 2024
- Discretionary RAUM · $105M to $109MDec 12, 2023 to Mar 29, 2024
- HNW RAUM · $0 to $4.1MDec 12, 2023 to Mar 29, 2024
- Individual RAUM · $0 to $41,386Dec 12, 2023 to Mar 29, 2024
- Pension RAUM · 0.0 to unsetDec 12, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · unset to 18298325.0Dec 12, 2023 to Mar 29, 2024
- RAUM · $105M to $109MDec 12, 2023 to Mar 29, 2024
- Private funds · unset to 1Oct 4, 2023 to Dec 12, 2023
- Advisory employees · 5 to 4Mar 28, 2022 to Feb 15, 2023
- BD registered reps · 3 to 1Mar 28, 2022 to Feb 15, 2023
- Employees · 11 to 7Mar 28, 2022 to Feb 15, 2023
- State-registered IARs · 6 to 3Mar 28, 2022 to Feb 15, 2023
- Other offices · 2 to 1Mar 28, 2022 to Feb 15, 2023
- Discretionary RAUM · $113M to $105MMar 28, 2022 to Feb 15, 2023
Signals
3 dated events
- E••••• D•••• M••••• (Chief Operating Officer) appeared on Schedule A of B•••• A•••• M•••••••••Mar 29, 2024 · Control person joined · fact
- M•••••• J••••• C••••• left B•••• A•••• M••••••••• for E••• B••••• A•••••••• L•• (registered 2022-10-26)Apr 27, 2022 · Advisor changed firm · fact
- B•••• A•••• M••••••••• filed its initial SEC registration (Form ADV)Nov 19, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B•••• A•••• M••••••••• · Independent Sponsorsshared crd · capital_provider
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/build-asset-management/aboutreportedpublic record, Form ADV, Sep 18, 2026
- Website
- buildbitcoin.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 833-852-8453reportedpublic record, Form ADV, Mar 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $21.5Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026