DISCIPLINA CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- NASHVILLE, Tennessee
- CRD number
- 167295
- Registered since
- April 29, 2019
- Website
- www.disciplina.com
- Custodians
- U.S. BANK, N.A., UBS FINANCIAL SERVICES INC., PRINCIPAL SECURITIES, INC.
- Fee structure
- Percentage of AUM
- Client types
- Charitable Organizations88.32%
- State / Municipal Government7.19%
- Pension & Profit Sharing Plans3.72%
- HNWI0.72%
- Individuals0.06%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Disciplina Capital Management, LLC is an SEC‑registered limited liability company that positions itself as a capital allocator serving an institutional client base. Registered in 2019, the firm charges fees as a percentage of assets under management and operates in roles that include commodity pool operator/commodity trading adviser (CPO/CTA) activity and portfolio management. Its advisory scope covers portfolios for individuals and small businesses as well as for businesses and institutions, and it engages in selecting other advisers and external managers. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds66%
- Private Funds29%
- Cash & Cash Equivalents3%
- Exchange Traded Equities2%
Owners & executives
2 of 2MATTHEW WRIGHT
President, CIOCRD 1928684
Michael Kirwan
Chief Compliance OfficerCRD 8057450
Contacts
3 of 4BRANT SMITH
Founding Partner and Managing DirectorCRD 6238630
BRIAN ARSENAULT
Managing Director & PartnerCRD 2542055
ALENA THANGARAJ
Managing DirectorCRD 6263566
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$961M in ETFs
82%
$788M
18%
$173M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $222M | 2,237,842 | 23.11% |
Location
NASHVILLE, TN
DAVIDSON
Location
NASHVILLE, TN
Headquartered in NASHVILLE, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- DAVIDSON
- Address
- 21 Platform Way S
- Time zone
- CT (UTC-6)
- Office locations
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