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, SEC‑registered RIA (registered in 2004) owned by an individual. The firm manages portfolios under a percentage‑of‑AUM fee model and focuses on financial planning and portfolio management for individuals, families and small businesses; it also serves institutional clients. The firm does not identify as an active ESG investor, is not a capital allocator, and is not listed as a multi‑state adviser in its snapshot.
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 2
Donald 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
$179M in ETFs
<1%
$358K
100%
$179M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US MARKETWIDE VALUE ETF (DFUV) | Dimensional | Active | Large Value | $46.1M | 838,894 | 25.76% |
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
Similar firms
Shoreline Equity Partners, LLC
RIANeptune Beach, FL
Bicycle Capital
RIACoconut Grove, FL
Convergence Investment Partners, LLC
RIAPalm Beach Gardens, FL
Altium Investment Strategies LLC
RIAWesley Chapel, FL
Compass Group Investments Solutions LLC
RIAMiami, FL
Compass Financial Advisory Services, LLC
RIAOrmond Beach, FL