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| The Financial Discovery Group Inc
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|---|---|
| CRD # | 125383 |
| SEC # | 801-129977 |
| CIK # | 0001024431, 0001437107 |
| AUM | 118.3 M (2026-03-13) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 404-816-0160 |
| Address | 200 Ashford Center North Atlanta, GA 30338 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 35 | 15.7 |
| (b) Individuals (high net worth individuals) | 44 | 102.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 343 | 118.3 |
| By Discretionary | ||
| Discretionary | 343 | 118.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 343 | 118.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 118.3 | |
| Total | 343 | 118.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001024431] | |
| 10-K | [0001437107] | |
| 10-Q | [0001437107] | |
| 3 | [0001437107] | |
| 4 | [0001437107] | |
| 5 | [0001437107] | |
| 8-K | [0001437107] | |
| SC 13D | [0001437107] | |
| SC 13G | [0001437107] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Warner Bros Discovery Inc WBD
Series A Common Stock
|
2026-03-27 | Grant | 1,063 | $0.00 | |
|
Warner Bros Discovery Inc WBD
Series A Common Stock
|
2026-03-27 | Grant | 1,340 | $0.00 | |
|
Warner Bros Discovery Inc WBD
Series A Common Stock
|
2026-03-16 | Sell | 600,000 | $27.35 | 16,410,000 |
|
Warner Bros Discovery Inc WBD
Series A Common Stock
|
2026-03-16 | Sell | 35,000 | $27.48 | 961,800 |
|
Warner Bros Discovery Inc WBD
Series A Common Stock
|
2026-03-16 | Sell | 659,120 | $27.42 | 18,073,070 |
|
Warner Bros Discovery Inc WBD
Series A Common Stock
|
2026-03-10 | Gift | 16,345 | $0.00 | |
|
Warner Bros Discovery Inc WBD
Series A Common Stock
|
2026-03-10 | Sell | 21,408 | $27.85 | 596,213 |
|
Warner Bros Discovery Inc WBD
Series A Common Stock
|
2026-03-10 | Option exercise | 77,243 | $11.02 | 851,218 |
|
Warner Bros Discovery Inc WBD
Employee Stock Option · derivative
|
2026-03-10 | Option exercise | 77,243 | $0.00 | |
|
Warner Bros Discovery Inc WBD
Series A Common Stock
|
2026-03-10 | Sell | 77,243 | $27.85 | 2,151,218 |
|
Warner Bros Discovery Inc WBD
Series A Common Stock
|
2026-03-09 | Sell | 41,784 | $27.82 | 1,162,431 |
|
Warner Bros Discovery Inc WBD
Series A Common Stock
|
2026-03-06 | Tax withheld | 35,213 | $27.95 | 984,203 |
|
Warner Bros Discovery Inc WBD
Series A Common Stock
|
2026-03-06 | Tax withheld | 43,578 | $27.95 | 1,218,005 |
|
Warner Bros Discovery Inc WBD
Series A Common Stock
|
2026-03-06 | Tax withheld | 43,578 | $27.95 | 1,218,005 |
|
Warner Bros Discovery Inc WBD
Series A Common Stock
|
2026-03-06 | Tax withheld | 43,433 | $27.95 | 1,213,952 |
|
Warner Bros Discovery Inc WBD
Employee Stock Option (right to acquire) · derivative
|
2026-03-04 | Option exercise | 131,127 | $0.00 | |
|
Warner Bros Discovery Inc WBD
Series A Common Stock
|
2026-03-04 | Sell | 131,313 | $28.00 | 3,676,764 |
|
Warner Bros Discovery Inc WBD
Series A Common Stock
|
2026-03-04 | Sell | 15,448 | $28.00 | 432,544 |
|
Warner Bros Discovery Inc WBD
Employee Stock Option · derivative
|
2026-03-04 | Option exercise | 123,588 | $0.00 | |
|
Warner Bros Discovery Inc WBD
Series A Common Stock
|
2026-03-04 | Option exercise | 91,418 | $15.02 | 1,373,098 |
| showing 20 of 200 most recent transactions | |||||
| Comparable Firms | State | AUM |
|---|---|---|
|
Charmarline Wealth Management LLC
✚
|
VA | 118.8 M |
|
Northfort Financial LLC
✚
|
118.6 M | |
|
Cardinal Advisers LLC
✚
|
118.5 M | |
|
Brian Joyce LLC
✚
|
118.5 M | |
|
Sandhill Wealth Management Inc
✚
|
FL | 118.5 M |
|
Staib Financial Planning LLC
✚
|
118.0 M | |
|
Blue Sky Investment Partners Inc
✚
|
IL | 118.0 M |
|
Investment & Tax Strategies Inc
✚
|
118.0 M | |
|
CornerStone Financial Management LLC
✚
|
GA | 118.0 M |
|
AEM Asset Management LLC
✚
|
NJ | 117.9 M |