D
$1.4M Total AUM
$1.4M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-29-2024
- Office Locations
- 1
Office Locations
5470 Kietzke Lane Reno NV
About Discretionary Inc.
Discretionary Inc. is a registered investment adviser focused on financial life planning for entrepreneurial-minded, childfree clients. The firm blends values-based planning with tax strategy and discretionary portfolio management, including tax-efficient cash management, asset location and a trend-following overlay, plus optional coaching to support execution. Custody available via Altruist.
Team overview
-- AVG AGE
$1.4M AVG AUM / ADVISOR
$140.0K AVG AUM / CLIENT
2.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
Cory James Smith
Chief Compliance Officer, Financial Advisor, Owner
- CRD
- #6253636
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,400,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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