Discipline Wealth Solutions, Inc.

RIASEC Registered
Total AUM
$747M
Discretionary
$742M
99% of AUM
Avg account
$393K
Accounts
1,900
Employees
18
Advisory reps
19

Firm details

Headquarters
Greenville, South Carolina
CRD number
315846
Registered since
August 10, 2021
Website
disciplinewealth.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI57.02%
  • Individuals38.49%
  • Pension & Profit Sharing Plans4.49%
  • Charitable Organizations0.01%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Discipline Wealth Solutions, Inc. is an independent registered investment adviser organized as a corporation that registered with the SEC in 2021. The firm describes itself as a capital allocator serving both individual and family clients and institutional relationships. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Compensation comes through a mix of percentage-of-AUM, hourly, and fixed fees. The firm does not identify itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 81%, Exchange Traded Equities 8%, Cash & Cash Equivalents 6%, Other 4%, State & Local Bonds 1%81%
  • Public Funds/Mutual Funds81%
  • Exchange Traded Equities8%
  • Cash & Cash Equivalents6%
  • Other4%
  • State & Local Bonds1%

Owners & executives

2 of 2
  • Marc Becker

    Marc Becker

    Chief Executive OfficerCRD 4247479

  • Anthony Colancecco

    Anthony Colancecco

    COO and Wealth AdvisorCRD 6247436

Contacts

3 of 17
  • Bryan Byrd

    Bryan Byrd

    ​President and FounderCRD 5728790

  • George Johnson

    George Johnson

    Investment Advisor RepresentativeCRD 4503530

  • Jason Young

    Jason Young

    Investment Advisor RepresentativeCRD 6988991

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 142

Active vs passive

$1.1B in ETFs

Passive

66%

$735M

Active

33%

$380M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US CORE EQUITY 2 ETF (DFAC)DimensionalActiveLarge Blend$121M2,719,02910.84%
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Location

Primary office

Greenville, SC

Greenville

Location

Greenville, SC

Headquartered in Greenville, SC, anchoring the Greenville-Spartanburg-Anderson, SC metro in the South.

Metro area
Greenville-Spartanburg-Anderson, SC
Region
South
County
Greenville
Address
15 Halton Green Way
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth