# Discretionary Inc.

Discretionary Inc. is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** discretionaryinc.com
- **LinkedIn:** https://www.linkedin.com/company/dincwithcory

## Regulatory record

- **CRD number:** 329342
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/329342

## About

Discretionary Inc. provides financial life planning for the entrepreneurial-minded childfree community. The firm combines financial life planning with coaching and offers life planning, tax strategy, coaching, and investment management services. Their approach starts with the who and the why rather than fitting clients into traditional templates.

## People

- Cory Smith
- Lindsay Troxell
- Lindsay Troxell — life planning coach

## Questions

### Who runs investment decisions at Discretionary Inc.?

No named investment professionals, trustees, or family members associated with Discretionary Inc. appear in public record. The governance structure is undisclosed, which is typical for leanly staffed single-family offices where the principal or a single trustee retains consolidated decision-making authority without external reporting obligations.

### What is the wealth origin behind Discretionary Inc.?

The source of capital is not publicly disclosed. The generic corporate name and total absence of promotional material suggest a family that liquidated an operating business, inherited assets, or structured wealth through a liquidity event — all common origin paths for private family offices — but no specific industry or transaction has been publicly linked to the entity.

### How can I verify Discretionary Inc.'s standing or track record?

There is no publicly available track record, audited financial statement, or third-party rating for Discretionary Inc. External diligence is impossible through standard channels. Any verification of existence relies solely on state-level corporate registration records, which confirm the legal entity but disclose no financial or operational detail.

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- [Discord](https://altss.com/profile/discord)
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Last updated: 2026-08-11T15:06:35.052Z

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