D
CRD: 337737
Discovery Investment Research LLC
Paeonian Springs, VA
6024212871
$4.7M Total AUM
$4.7M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-20-2025
- Office Locations
- 1
Office Locations
-- Leesburg VA
About Discovery Investment Research LLC
Discovery Investment Research LLC is a Paeonian Springs-based RIA. The firm has been operating for 0 years. Managing $4.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$4.7M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
0.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Pathway meridian Ember
Investment Vehicles
Delta
Services
Bridge Focus horizon Eagle
Owner & Executives
J
JAMES EDWARD GENTRUP
Managing Member
- CRD
- #1752016
- Ownership
- 75% or more
(581) 450-6348
harbor.frontier@primecapital.com
in linkedin.com/in/fusion-ember
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,662,495 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,662,495 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,662,495
Equity - Exchange:
23.6% Corporate - Investment Grade:
23.2% U.S. Government/Agency:
20.4% Cash:
32.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $930,864,362 | 23.6% |
| Corporate - Investment Grade | $915,087,000 | 23.2% |
| U.S. Government/Agency | $804,645,466 | 20.4% |
| Cash | $1,293,743,691 | 32.8% |
| Total | $3,944,340,519 | 100.0% |