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 SEC-registered independent registered investment adviser (registered in 2021) organized as a corporation and owned by an individual principal. The firm serves both individual/family clients and institutional relationships and markets itself as a capital allocator that also selects outside advisers on clients’ behalf. Core advisory services listed on the ADV include financial planning, portfolio management for individuals and small businesses, pension consulting services and manager selection. Its fee schedule is flexible, combining asset-based fees, hourly charges and fixed fees. The firm is not identified as an active ESG investor. Its operational profile emphasizes outsourced manager use and packaged public funds rather than proprietary in-house product manufacturing.
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 1MARC 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 142Active vs passive
$959M in ETFs
63%
$603M
36%
$356M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $90.7M | 2,333,696 | 9.46% |
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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