Discipline Wealth Solutions, Inc.
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
FINTRXOverview
Discipline Wealth Solutions, Inc. is an independent registered investment adviser organized as a corporation and SEC-registered since 2021. The firm identifies as a capital allocator and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Compensation arrangements include percentage-of-assets, hourly, and fixed-fee engagements. The firm is not flagged as an active ESG investor. Industry affiliations noted in filings include relationships with another investment adviser and an insurance company.
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 Funds81%
- Exchange Traded Equities8%
- Cash & Cash Equivalents6%
- Other4%
- State & Local Bonds1%
Owners & executives
1 of 1
Marc Becker
Chief Executive OfficerCRD 4247479
Contacts
3 of 17Bart DiChiaro
Investment Advisor RepresentativeCRD 4967879
Anthony Colancecco
Financial PlannerCRD 6247436
Jason Young
Investment Advisor RepresentativeCRD 6988991
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 143Active vs passive
$1.2B in ETFs
63%
$733M
36%
$430M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $115M | 2,591,864 | 9.89% |
Location
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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