Assetbuilder, Inc.
- Regulatory AUM
- $813M
- Discretionary
- $813M
- Clients
- 720
- Avg AUM / client
- $1.1M
- Accounts
- 1,665
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of Apr 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 467 | $185M | 22.7% |
| High net worth individuals | 247 | $578M | 71.2% |
| Pension and profit sharing plans | 1 | $143K | 0.02% |
| Charitable organizations | 3 | $48.9M | 6.01% |
| Corporations and other businesses | 2 | $525K | 0.06% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kennon Stewart Grose | Ceo | Sep 2006 (20y) | 75% or more | |
| Bruce Dallas Griffith | President & Chief Operating Officer | Apr 2007 (19y) | Less than 5% | |
| Scott, Anthony, Norris | Chief Compliance Officer | Sep 2024 (2y) | Less than 5% | |
| Janet Lee Griffith | Registered representative | CFP | Sep 2017 (9y) | |
| Hannah Jordan Vickery | Registered representative | Jun 2021 (5y) | ||
| Joseph William Badinger | Registered representative | Oct 2022 (4y) | ||
| Tommy Edward Willams | Registered representative | Nov 2024 (2y) | ||
| Carson Pope | Registered representative | Dec 2025 (1y) | ||
| Ellen Seitzler | Registered representative | Dec 2025 (1y) | ||
| Kayla Dawn Taylor | Registered representative | Apr 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/22/2026 | 893 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 22, 2026.
View current Form ADV (SEC/IAPD) ↗