# American Discovery Investment Advisors, LLC

> American Discovery Investment Advisors, LLC is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 2, 2026.

- CRD: 301331
- Filed as: AMERICAN DISCOVERY INVESTMENT ADVISORS, LLC
- Also doing business as: AMERICAN DISCOVERY CAPITAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: June 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/301331
- AdvisorCensus page: https://advisorcensus.com/firm/american-discovery-investment-advisors-llc-los-angeles-ca-301331

## Quick answers

**How is American Discovery Investment Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), American Discovery Investment Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is American Discovery Investment Advisors, LLC located?**
American Discovery Investment Advisors, LLC's principal office is in Los Angeles, CA, according to its Form ADV.

**Is American Discovery Investment Advisors, LLC registered with the SEC or a state?**
American Discovery Investment Advisors, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 301331.

**How much does American Discovery Investment Advisors, LLC manage?**
American Discovery Investment Advisors, LLC reports $279,325,049 in regulatory assets under management in its Form ADV filing dated June 2, 2026 (100% discretionary).

**How have American Discovery Investment Advisors, LLC's assets and staff changed since 2022?**
In the Form ADV data for American Discovery Investment Advisors, LLC: Regulatory assets under management: $130,000,000 in the October 2022 data and $279,325,049 in the October 2026 data, up 115%. Total employees: 9 in October 2022 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does American Discovery Investment Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).

**Does American Discovery Investment Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/301331

**What changed in American Discovery Investment Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 8 to 11.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $279,325,049
- Discretionary: $279,325,049
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $279,325,049 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 11 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [americandiscoverycapital.com](https://americandiscoverycapital.com)
- LinkedIn @american-discovery-capital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $130,000,000 | 9 | August 24, 2022 |
| October 2023 | $260,634,000 | 9 | May 2, 2023 |
| October 2024 | $250,817,000 | 9 | May 16, 2024 |
| October 2025 | $286,144,210 | 8 | May 28, 2025 |
| October 2026 | $279,325,049 | 11 | June 2, 2026 |

Regulatory assets under management: $130,000,000 in the October 2022 data and $279,325,049 in the October 2026 data, up 115%.
Total employees: 9 in October 2022 and 11 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 8 to 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. American Discovery Investment Advisors, LLC (CRD 301331): Form ADV filing data as of October 2026.
