SourcingSourcing

THE FINANCIAL DISCOVERY GROUP,INC.

B62
CRD 125383·SEC 801-129977·ATLANTA, GA
AUM
$118.3M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$355K
@ 30% margin
Est. Deal Value
$2.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
THE FINANCIAL DISCOVERY GROUP,INC.
CRD
125383
SEC file #
801-129977
EIN
—
DBA names
Financial Discovery

Economics

AUM
$118.3M
AUM band
$100M-$500M
AUM trajectory
'25'26
$105.5M → $118.3M▲ +12%
Client mix
Individuals High Net Worth44
Individuals Other35

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/13/2026
ADV-W filed at
—
Website
financialdiscovery.net

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COURSON, GALINA, DIMITROVA
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
COURSON, GALINA, DIMITROVA
HUBER, JOHN, STEELE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FINANCIALDISCOVERY.NET
Rdap Domain Creation Date
2000-01-12T18:58:34Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-01-12T18:58:34Z
Rdap Domain Last Changed
2023-11-13T08:08:05Z
Rdap Nameservers
Dns2.earthlink.netDns3.earthlink.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
5922043
Trust Company Affiliate
No

People (3)

3
COURSON, GALINA, DIMITROVA
IAR · Direct Owner · 62.5%
5922043
HUBER, JOHN, STEELE
IAR · Direct Owner · 62.5%
5770159
NICOLE LINDQUIST WRIGHT
IAR
6094950