American Discovery Advisors, LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 287488
- Registered since
- September 26, 2018
Firm profile
FINTRXOverview
American Discovery Advisors, LLC is organized as a limited liability company and is classified in the dataset as an investment bank. Ownership is listed as a combination of a domestic entity and an individual. The firm provided minimal public detail about its client mix, fee arrangements, or day-to-day advisory activities; the dataset does not include descriptions of its target clients or specific investment mandates. The profile also indicates several negative flags about scope: the firm is not identified as a multi-state adviser, is not newly formed, and is not listed as a related adviser to another registered manager. Those items, together with the lack of disclosed business activities, suggest a compact, low‑visibility operation rather than a traditional retail RIA serving a broad national client base.
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Brian Webber
CEOCRD 2390733
Contacts
3 of 24
John Joliet
Founding PartnerCRD 2769030

Frank Mcmahon
Founding PartnerCRD 1744316

Peter Shoemaker
PartnerCRD 1601030
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 11150 Santa Monica Blvd
- Time zone
- PT (UTC-8)
- Office locations
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