Financial Discovery
Financial Discovery is an SEC-registered ria in Atlanta, GA with $118.3M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Financial Discovery: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 125383, SEC 801-129977, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $118.3M (2026-03-13)
- Firm type
- Ria
- Location
- Atlanta, GA
- Employees
- 3
- Clients
- 79
- CRD
- 125383
- Ownership
- FLYNN, KYLE, HENDRICKSON; HUBER, JOHN, STEELE; COURSON, GALINA, DIMITROVA; FLYNN, KYLE
How much AUM does Financial Discovery have?
Financial Discovery reported $118.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Financial Discovery?
Disclosed owners and executives of Financial Discovery include FLYNN, KYLE, HENDRICKSON, HUBER, JOHN, STEELE, COURSON, GALINA, DIMITROVA, FLYNN, KYLE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.