Financial Discovery is an SEC registered investment adviser organized as a corporation with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 13, 2026, reports $118M in regulatory assets under management, 3 employees, and 343 accounts.
Assets Under Management
$118M
Employees
3
Offices
--
Total Clients
79
Primary office
ATLANTA, GA
200 ASHFORD CENTER NORTH, SUITE 130, ATLANTA, GA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 55.7% of total clients.
Top client categories% of clientsClients
1
HNWI
55.7%
44
2
Individuals
44.3%
35
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$118Mas of March 13, 2026
Discretionary100.0%
$118M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$118M
Total Accounts343
10Y AUM Change+$18M (+17.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee26:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.