Disciplined Portfolio Solutions LLC

Overview

Disciplined Portfolio Solutions LLC is an independent, owner-managed registered investment adviser that provides financial planning and portfolio management primarily to individuals, families and small businesses. The firm emphasizes equity-centered allocations and uses a fee model based on a percentage of assets under management. Established in 2012 and structured as a limited liability company, the business focuses on delivering tailored portfolios rather than acting as a capital allocator to external private funds. Client relationships appear to be a mix of high-net-worth individuals and institutions, with service centered on discretionary portfolio management where authorized, and a larger proportion of accounts maintained on a non-discretionary basis. The firm’s operating model leverages SMA (separately managed account) structures and custodies assets through a single primary provider.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices