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DISCIPLINED EQUITY MANAGEMENT, INC.
CRD 129436 · SEC 801-62624
200 1ST STREET, SUITE 204, NEPTUNE BEACH, FL, 32266, United States
Phone
(904) 222-0280
Fax
(904) 212-0058
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$521.0M
Discretionary AUM
$521.0M
Team
4 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Other (specify)
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 91 | $41.0M |
| High net worth individuals | 110 | $453.0M |
| Charitable organizations | 25 | $14.0M |
| Corporations/business entities | 5 | $5.0M |
States served
GA, LA, NC, TN, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD