DISCIPLINED EQUITY MANAGEMENT, INC.
Firm details
- Headquarters
- NEPTUNE BEACH, Florida
- CRD number
- 129436
- Registered since
- January 2, 2004
- Website
- demgt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI86.96%
- Individuals7.87%
- Charitable Organizations2.68%
- Pension & Profit Sharing Plans1.53%
- Corporations / Businesses0.96%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Disciplined Equity Management, Inc. is an independent registered investment adviser that has been SEC-registered since 2004 and is owned by an individual principal. The firm serves both individuals and families as well as institutional clients, charging fees as a percentage of assets under management. Core advisory services listed include financial planning and portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor, is not a capital allocator, and does not operate as a pension consultant or related adviser.
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 Funds89%
- Exchange Traded Equities10%
- Cash & Cash Equivalents1%
Contacts
2 of 2DONALD DAVEY
Senior Portfolio ManagerCRD 3038288
REBECCA PHILLIPS
Wealth ManagerCRD 4637342
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$153M in ETFs
<1%
$305K
100%
$152M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US MARKETWIDE VALUE ETF (DFUV) | Dimensional | Active | Large Value | $39.2M | 808,704 | 25.68% |
Location
NEPTUNE BEACH, FL
DUVAL
Location
NEPTUNE BEACH, FL
Headquartered in NEPTUNE BEACH, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.
- Metro area
- Jacksonville-St. Marys-Palatka, FL-GA
- Region
- South
- County
- DUVAL
- Address
- 200 1st St
- Time zone
- ET (UTC-5)
- Office locations
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