Sharebuilder Advisors, Llc
SEC-registered
Trust Company
CRD 300537
· SEC file 801-115195
· Seattle, WA
· www.sharebuilderadvisors.com
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ADV data as of Jun 08, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 5,500
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 35
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 5,500 | — | — |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (17)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Stuart Remley Robertson | Ceo & Cco | Nov 2018 (8y) | ≈ 18.75% – 50% via Sharebuilder Inc | |
| Cynthia Joan Ghaffari | Registered representative | Jul 2019 (7y) | ||
| Robert Torpy Miller | Registered representative | CFA | Jul 2019 (7y) | |
| Nicholas George Tsiakilos | Registered representative | Aug 2019 (7y) | ||
| Vince Hacut | Registered representative | Aug 2019 (7y) | ||
| Paul Morgan Hopkins | Registered representative | Aug 2019 (7y) | ||
| Phillip Charles Donald | Registered representative | Aug 2019 (7y) | ||
| Garrett Willis Silver | Registered representative | CFA | Sep 2019 (7y) | |
| Sara Jane Andres | Registered representative | Jan 2020 (7y) | ||
| Ryan Boy M Omli | Registered representative | Jul 2021 (5y) | ||
| Steven Lynn O Neal | Registered representative | Dec 2021 (5y) | ||
| Matthew Dale Marengo | Registered representative | Feb 2022 (4y) | ||
| Duncan Macmillan Varela | Registered representative | Mar 2022 (4y) | ||
| Rhett Danford Jordan | Registered representative | Jun 2022 (4y) | ||
| Christopher Keith Wilkinson | Registered representative | Apr 2023 (3y) | ||
| Jacob W Keil | Registered representative | Nov 2023 (3y) | ||
| Corbin James Lykins | Registered representative | Dec 2023 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sharebuilder Inc | Parent Company | Dec 2018 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Stuart Remley Robertson: 25% – 50% of Sharebuilder Inc × 75% – 100% direct ≈ 18.75% – 50% of the firm
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.
Retirement plans served (27)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Panel Built, Inc. And K Con, Inc. 401(k) P/S Plan | Panel Built, Inc. | 283 | $5.3M | 06/01/2024 |
| Jama Software, Inc 401(k) Plan | Jama Software, Inc. | 191 | $30.2M | 01/01/2024 |
| Vimo, Inc. 401(k) P/S Plan | Vimo, Inc. | 939 | $30.9M | 01/01/2024 |
| Currency Exchange International 401 K Ps Plan | Currency Exchange International | 289 | $10.0M | 01/01/2024 |
| Axiom Division 7, Inc 401(k) P/S Plan | Axiom Division 7, Inc | 207 | $4.7M | 01/01/2024 |
| Arhaus, Llc 401(k) Plan | Arhaus, Llc | 2,198 | $68.3M | 01/01/2024 |
| Novogradac & Company Llp 401(k) Profit Sharing Plan | Novogradac & Company Llp | 772 | $136M | 01/01/2024 |
| Personalized Beauty Discovery, Inc. 401(k) P/S Plan | Personalized Beauty Discovery, Inc. | 272 | $33.7M | 01/01/2024 |
| Nortal, Llc 401(k) Profit Sharing Plan | Nortal, Llc | 56 | $8.8M | 01/01/2024 |
| Thekey 401(k) Plan | Thekey | 9,548 | $32.3M | 01/01/2024 |
| The Protect Democracy Project 401(k) Ps Plan | The Protect Democracy Project | 119 | $11.9M | 01/01/2024 |
| Circare 401(k) Profit Sharing Plan | Onondaga Case Management Services, Inc. | 63 | $2.6M | 01/01/2024 |
| Southwest Foodservice Excellence 401(k) Plan | Sfe Intermediate Holdco, Llc. | 8,163 | $12.5M | 01/01/2024 |
| Axiom Constr & Consulting Llc 401(k) Ps Plan | Axiom Construction & Consulting, Llc | 188 | $9.7M | 01/01/2024 |
| Jetclosing 401(k) Plan | Jetclosing, Inc. | 0 | $1.2M | 01/01/2024 |
| Goldstein Law Group 401(k) Plan | Goldstein Law Group, P.A. | 75 | $5.7M | 01/01/2024 |
| Talroo, Inc. 401(k) P/S Plan | Talroo, Inc. | 69 | $9.9M | 01/01/2024 |
| Hughes Circuits 401(k) Plan | Hughes Circuits | 221 | $12.5M | 01/01/2024 |
| Cybersoft 401(k) P/S Plan | Cybersoft | 139 | $7.0M | 01/01/2024 |
| Synology America Corp. 401(k) P/S Plan | Synology America Corp. | 124 | $6.3M | 01/01/2024 |
| Gap Services, Inc 401(k) P/S Plan | Gap Services, Inc | 203 | $2.9M | 01/01/2024 |
| Blackfly Investments, Llc 401(k) P/S Plan | Blackfly Investments, Llc | 185 | $4.3M | 01/01/2024 |
| Metrc Llc 401(k) P/S Plan | Metrc Llc | 194 | $6.8M | 01/01/2024 |
| Pivot Bio 401(k) P/S Plan | Pivot Bio | 332 | $28.8M | 01/01/2024 |
| Eagle Ambulance 401(k) P/S Plan | Eagle Ambulance | 299 | $2.0M | 01/01/2024 |
Top 25 of 27 plans by assets.
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/08/2026 | 992 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
- • Pension consulting services
- • Educational seminars/workshops
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: Jun 08, 2026.
View current Form ADV (SEC/IAPD) ↗