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- Custodian
- Charles Schwab & Company · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-03-2007
- Office Locations
- 1
Office Locations
About Assetbuilder, Inc.
AssetBuilder is a Plano, TX-based team of fee-only, fiduciary advisors providing portfolio management, tax optimization, and CFP-led financial planning with a focus on retirement and long-term goals. The firm emphasizes building unique, low-cost portfolios guided by a reality-tested, Nobel Prize-winning research framework and delivers investor education through its “Keep it Simple” podcast. Custody includes Schwab.
Reported data analysis
What the numbers show
Between March 25, 2025 and April 22, 2026, reported AUM increased 12.3%, from $723.6M to $812.7M.
Across 5 reported observations, AUM decreased 1.2% between October 27, 2022 and April 22, 2026, from $822.6M to $812.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 7 advisory representatives and 720 clients, or 102.9 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 1 reported office location and 19 years in operation. The source data was last updated on April 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Brokerage Practices
- Client Personas
- CRM
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Assetbuilder, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
KENNON STEWART GROSE
Chairman Of The Board, Financial Advisor, General Partner
- CRD
- #4955871
- Ownership
- 75% or more
BRUCE DALLAS GRIFFITH
Chief Operating Officer, President
- CRD
- #5309888
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Janet Lee Griffith
Senior Advisor
- CRD
- #6851408
CARSON POPE
Senior Advisor
- CRD
- #6369682
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $812,663,572 | $488,086 |
| Non-Discretionary | $0 | -- |
| Total | $812,663,572 | $488,086 |
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Separately Managed Accounts
SMA allocation detail is available
Assetbuilder, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.