Builder Investment Group

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Client assets under management

$900,971,786

Clients

174

46% high-net worth

Advisors

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

Typical

Average account size

$5,177,999

About

Builder Investment Group provides discretionary portfolio management to a range of clients including individuals (including high‑net‑worth clients), pension and profit‑sharing plans, foundations, trusts, estates and corporate entities. Its advisory services cover traditional public securities and also include privately offered pooled investments such as private equity, real estate interests and private debt.

The firm typically constructs and revises custom portfolios based on client objectives, risk tolerance and suitability factors and conducts ongoing account reviews at least quarterly; it employs both fundamental and technical analysis and may aggregate or batch trades for execution. BIG does not charge performance‑based fees, does not participate in soft‑dollar arrangements, and generally seeks best execution when selecting brokers for client trades.

What is distinctive about the firm is its role in managing pooled vehicles and serving as a fund sponsor or syndicator—certain associated persons act as general partners in partnerships in which clients invest—arrangements that can result in the firm being deemed to have custody. With approximately $952.5 million in assets under management while operating with a small advisory team, the firm’s AUM per advisor is materially higher than is typical for team firms in its peer group.

Client services

Portfolio management

Expertise

Private / alternative investments

Fee options

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.75% annually $3,000,001 - $10,000,000: 0.50% annually $10,000,001+: Negotiable

Other

Account minimum: $250,000 Fee-only: Asset-based fees as per tiered schedule, no commissions or other compensation received

Main office location

Builder Investment Group

4401 Northside Pkwy Nw, Suite 520

Atlanta GA 30327, United States

Number of offices

Most active in

Colorado · Florida · Georgia · Illinois · Louisiana · North Carolina · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 404-233-9341

Advisors at this firm

Dale H

Series 63, Series 65

Atlanta, GA

Builder Investment Group

Dale Hajost is a financial advisor at Builder Investment Group in Atlanta, GA, holding Series 63 and Series 65 credentials with 21 years of industry experience. He has been with Builder Investment Group since 1992. Hajost serves as co-general partner in a passive private equity partnership, contributing several hours monthly to this investment-related activity. Builder Investment Group provides discretionary portfolio management to individuals, pension plans, foundations, trusts, estates, and corporate entities. The firm offers customized asset management using both fundamental and technical analysis, and it sponsors pooled investment vehicles and private syndications, a distinctive role for a firm of its size.

Private / alternative investments

Caroline H

Series 63, Series 66

Atlanta, GA

Builder Investment Group

Caroline Hajost is a financial advisor at Builder Investment Group with 10 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Builder Investment Group in 2024, she worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Builder Investment Group provides discretionary portfolio management to individuals, pension and profit-sharing plans, foundations, trusts, estates, and corporate entities. The firm offers customized asset management using both fundamental and technical analysis and is notable for sponsoring pooled investment vehicles and managing private syndications.

Private / alternative investments

James J

CFA®

Atlanta, GA

Builder Investment Group

James Jackson is a CFA® charterholder with 21 years of industry experience, currently serving at Builder Investment Group since 2000. He is based in Atlanta, GA, and is part of a four-advisor team. Builder Investment Group provides discretionary portfolio management to individuals, pension and profit-sharing plans, foundations, trusts, estates, and corporate entities. The firm offers customized asset management across a broad range of securities and private investments, managing pooled investment vehicles and private syndications with formal compliance procedures.

Private / alternative investments

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