$118.3M Total AUM
$118.3M Disc. AUM
-- 3Y CAGR
3 Employees
79 ADV. Clients
15 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-03-2011
- Office Locations
- 1
Office Locations
200 Ashford Center North Suite 130 Atlanta GA
About Financial Discovery
Atlanta-based Financial Discovery Group is a fee-only, commission-free wealth management firm providing personalized financial planning and investment management across retirement, tax, insurance, and estate decisions. The team works with individuals and families seeking holistic guidance and ongoing portfolio oversight, using vehicles such as ETFs and mutual funds where appropriate. Custodies with Charles Schwab.
Team overview
47 AVG AGE
$39.4M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
1.4 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
15yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
GALINA DIMITROVA COURSON
President
- CRD
- #5922043
- Ownership
- 50% but less than 75%
Available
Available
Available
J
JOHN STEELE HUBER
Chief Compliance Officer
- CRD
- #5770159
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
N
NICOLE LINDQUIST WRIGHT
--
- CRD
- #6094950
Available
Available
Available
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $118,318,604 | $344,952 |
| Non-Discretionary | $0 | -- |
| Total | $118,318,604 | $344,952 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing