Disciplined Growth Capital, LLC

Overview

Disciplined Growth Capital, LLC is a small, owner-operated investment adviser that focuses on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and centers its strategy on publicly traded equities, using exchange-listed stocks and ETFs as the core building blocks of client portfolios. Its mandate is discretionary portfolio management, and it does not identify as an active ESG investor or a multi-state adviser. The adviser supplements equity exposure with mutual funds and allocates to selected alternative managers—private equity, private placements and real estate—when those opportunities fit client objectives and liquidity constraints.

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Public Holdings

Investments & Alternatives

Location & Offices