Overview
Assets Under Management: $118 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 44
Average Client Assets: $2.3 million
Frequently Asked Questions
FINANCIAL DISCOVERY is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #125383), FINANCIAL DISCOVERY is subject to fiduciary duty under federal law.
FINANCIAL DISCOVERY is headquartered in ATLANTA, GA.
FINANCIAL DISCOVERY serves 44 high-net-worth clients according to their SEC filing dated March 13, 2026. View client details ↓
According to their SEC Form ADV, FINANCIAL DISCOVERY offers financial planning and portfolio management for individuals. View all service details ↓
FINANCIAL DISCOVERY manages $118 million in client assets according to their SEC filing dated March 13, 2026.
According to their SEC Form ADV, FINANCIAL DISCOVERY serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.74%
Average Client Assets: $2.3 million
Total Client Accounts: 343
Discretionary Accounts: 343
Regulatory Filings
CRD Number: 125383
Filing ID: 2061755
Last Filing Date: 2026-03-13 14:15:21