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1ST Discount Brokerage, Inc.

1ST Discount Brokerage, Inc.. CRD 39164

1ST Discount Brokerage, Inc. logo

CRD: 39164

1ST Discount Brokerage, Inc.

Lake Worth, FL, 33467
5615153200
www.1db.com
$131.4M Total AUM
$76.5M Disc. AUM
-- 3Y CAGR
8 Employees
219 ADV. Clients
30 yrs Firm Age

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Firm Details

Custodian
Apex ยท Pershing
Clients
Retail and Institutional
Platforms
Signal
Established Date
12-19-1995
Office Locations
8

Office Locations

127 Dorrance St., Penthouse Suite Providence RI
1400 K St. Suite C-3 Modesto CA
2506 W. Washington Ave., Jonesboro AR

About 1ST Discount Brokerage, Inc.

1st Discount Brokerage (1DB) blends a digital advisory platform with veteran RIAs to deliver asset/wealth management and financial planning for individuals across the wealth spectrum. Services include automated portfolio allocation, personalized advisory, brokerage and self-directed online trading, plus retirement planning and insurance, with tax, charitable and estate planning consulting. FINRA-registered broker/dealer; clears via Apex and Pershing.

Team overview

55 AVG AGE
$16.4M AVG AUM / ADVISOR
$600.0K AVG AUM / CLIENT
16.9 yrs AVG TENURE
8 Employees
8 Advisory Reps
8 RIA Reps
30yrs Firm Age

Insights

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Asset Classes

Unison eagle Vital Beacon Unison

Client Personas

Peak

Investment Themes

Value quantum Timber eagle Pioneer signal Pathway vertex Peak

Investment Vehicles

Element

Services

Vital Value Foundation frontier Glacier legacy Optima Beacon Legacy crest Vector

Technology

Pioneer

Owner & Executives

WILLIAM HAROLD CORLEY JR

WILLIAM HAROLD CORLEY JR

Founder, President

CRD
#1321008
Ownership
Less than 5%
(397) 798-1911
foundation.element@valuecapital.com
in linkedin.com/in/catalyst-prime
A

AILEEN M GALLAGHER

Chief Financial Officer, Finop

CRD
#4606132
Ownership
Less than 5%
(313) 225-8766
meridian.north@atlascapital.com
in linkedin.com/in/legacy-value
B

Beacon beacon

Unison capital ember

CRD
#36828
Ownership
43.5%
(781) 509-3541
wave.north@fusioncapital.com
in linkedin.com/in/vital-harbor

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Contacts

J

JEFFREY EDWARD BOGOSIAN

Owner

CRD
#2257321
(856) 231-3481
glacier.radial@capitalcapital.com
in linkedin.com/in/fusion-ridge
D

DANIEL PATRICK CARNEVAL

Registered Representative

CRD
#1179039
(383) 617-4563
element.timber@beaconcapital.com
in linkedin.com/in/unison-alpha
E

Eagle north

Momentum alpha

CRD
#97399
(861) 614-4043
crest.signal@capitalcapital.com
in linkedin.com/in/ember-quantum

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
04-15-2011
05-30-2012
09-09-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $76,485,338 $302,314
Non-Discretionary $54,916,816 $554,715
Total $131,402,154 $373,302

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Separately Managed Accounts

Total SMA Asset: $131,402,154

$131.4M Total SMA
Public Funds:
27.6%
Equity - Exchange:
32.0%
Cash:
9.2%
U.S. Government/Agency:
31.2%
Asset class Assets Assets %
Public Funds $116,331,845 27.6%
Equity - Exchange $134,877,501 32.0%
Cash $38,777,282 9.2%
U.S. Government/Agency $131,505,563 31.2%
Total $421,492,191 100.0%

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