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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-01-1983
- Office Locations
- 2
Office Locations
About Builder Investment Group
Builder Investment Group is an Atlanta-based RIA providing active discretionary portfolio management and financial planning, with portfolios largely implemented via ETFs and public funds and complemented by risk management and insurance/annuity solutions when appropriate. Established in 1983, it serves retail and institutional clients and custody relationships include Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ALLEN ANDRUS BUILDER
President
- CRD
- --
- Ownership
- 75% or more
DALE ROBERT HAJOST
Chief Compliance Officer, EXECUTIVE VICE PRESIDENT, Principal
- CRD
- #1871128
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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CAROLINE ADAMS HAJOST
Financial Advisor
- CRD
- #6528392
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $952,529,201 | $1,636,648 |
| Non-Discretionary | $0 | -- |
| Total | $952,529,201 | $1,636,648 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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