DISCOVERY INVESTMENT RESEARCH LLC

DISCOVERY INVESTMENT RESEARCH LLC is an SEC-registered investment adviser (CRD 337737). Regulatory assets under management: $4.7M.

Registration

• CRD: 337737
• Type: Registered investment adviser
• Phone: 602-421-2871
• Latest filing: 2026-03-27
• Regulatory AUM: $4.7M
• Discretionary AUM: $4.7M
• Clients: 1
• Accounts: 8

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Pooled vehicles, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 337737 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search