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 independently owned registered investment adviser that has been SEC-registered since 2004. The firm manages portfolios for individual and family clients as well as institutional accounts, charging fees as a percentage of assets under management. Its advisory services are centered on financial planning and portfolio management for individuals and small businesses. The firm does not position itself as a capital allocator, and it is not identified as an active ESG investor.
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
3 of 3Rebecca Phillips
Wealth ManagerCRD 4637342
Donald Davey
Senior Portfolio ManagerCRD 3038288
Brooke Holden
EngineerCRD 7128795
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$178M in ETFs
<1%
$533K
100%
$177M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US EQUITY MARKET ETF (DFUS) | Dimensional | Active | Large Blend | $46.5M | 559,941 | 26.17% |
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
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