AMERICAN DISCOVERY INVESTMENT ADVISORS, LLC
SEC RegisteredWe are an independent merchant banking firm.
About the firm
American Discovery Capital is an independent merchant banking firm that provides advisory services and growth capital to founder-led and family-run companies. The firm offers investment banking advisory through American Discovery Advisors, LLC and private equity investing through American Discovery Fund, L.P., helping clients and portfolio companies achieve outstanding outcomes on transactions of critical importance.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment banking advisory (M&A, capital markets, and restructuring transactions) and private equity (providing capital and operational expertise to accelerate organic growth, fund acquisitions, and/or provide liquidity to existing shareholders).
Who they serve
Founder-led and family-run companies, middle-market clients, private equity firms, and large domestic and international companies; closely-held businesses seeking private capital and operational expertise.
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 3 | $284M |
0 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. AMERICAN DISCOVERY INVESTMENT ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched