Financial Discovery
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 125383
- Registered since
- April 23, 2024
- Website
- www.financialdiscovery.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI86.74%
- Individuals13.26%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Financial Discovery is an independent, corporation-structured registered investment adviser that focuses on individual and family clients. The firm offers financial planning and portfolio management for individuals and small businesses and charges clients via a percentage of assets under management and occasional fixed fees. FINTRX flags the firm as not acting as a capital allocator and not positioning itself as an ESG investor or multi-state adviser; the firm registered with the SEC in 2024 and is owned by an individual. An accounting professional affiliation is listed among its industry connections.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds72%
- US Government Bonds15%
- State & Local Bonds6%
- Exchange Traded Equities5%
- Cash & Cash Equivalents2%
Contacts
3 of 3
Nicole Wright
Financial PlannerCRD 6094950
Galina Courson
PrincipalCRD 5922043
John Huber
PrincipalCRD 5770159
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$72.5M in ETFs
87%
$63.2M
12%
$9.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $13.7M | 136,457 | 18.96% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 200 Ashford Ctr N
- Time zone
- ET (UTC-5)
- Office locations
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