Disciplined Equity Management, Inc.
Disciplined Equity Management, Inc. is an SEC-registered wealth manager in Neptune Beach, FL with $521.0M assets under management (AUM, regulatory AUM), +34% over one year. See who owns Disciplined Equity Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 129436, SEC 801-62624, data through 2026-02-11.
- AUM (assets under management / regulatory AUM)
- $521.0M (2026-02-11)
- Firm type
- Wealth Manager
- Location
- Neptune Beach, FL
- Employees
- 4
- Clients
- 231
- CRD
- 129436
- Ownership
- DAVEY, DONALD, VINCENT; FREDERICK, VALORIE; KOPP, JEFFREY, BLAIR
How much AUM does Disciplined Equity Management, Inc. have?
Disciplined Equity Management, Inc. reported $521.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-11).
Who owns Disciplined Equity Management, Inc.?
Disclosed owners and executives of Disciplined Equity Management, Inc. include DAVEY, DONALD, VINCENT, FREDERICK, VALORIE, KOPP, JEFFREY, BLAIR. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.