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 registered investment adviser operating as a corporation and owned by an individual. The firm registered with the SEC in 2024 and concentrates on serving individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee model combines percentage-of-AUM charges with fixed fees. FINTRX classifies the adviser as not being a capital allocator and not an active ESG investor; it is also not a multi-state adviser. The firm lists an accountant as an industry affiliation.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 3NICOLE 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 24Active vs passive
$66.8M in ETFs
86%
$57.4M
14%
$9.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $12.2M | 121,331 | 18.27% |
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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