|
⚲
|
| Disciplina Capital Management LLC
✚
|
|
|---|---|
| CRD # | 167295 |
| SEC # | 801-115108 |
| CIK # | 0001993404 |
| AUM | $3.1 B (2026-03-18) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Phone | 615-490-6003 |
| Address | 21 Platform Way South Nashville, TN 37203 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Home Depot Inc | 1.0 | ||
| Nvidia Corp | 0.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.1 |
| (h) Charitable organizations | 21 | 2.7 |
| (i) State or municipal government entities | 0 | 0.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 56 | 3.1 |
| By Discretionary | ||
| Discretionary | 53 | 2.7 |
| Non-Discretionary | 3 | 0.4 |
| Total | 56 | 3.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.1 | |
| Total | 56 | 3.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001993404] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Winthrop Advisory Group LLC
✚
|
MA | 3.1 |
|
Thompson Investment Management Inc
✚
|
WI | 3.1 |
|
Efficient Advisors LLC
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|
3.1 | |
|
Crewe Advisors LLC
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|
UT | 3.1 |
|
Silvant Capital Management LLC
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|
GA | 3.0 |
|
Obermeyer Wood Investment Counsel LLLP
✚
|
CO | 3.0 |
|
Gibson Capital LLC
✚
|
PA | 3.0 |
|
Carrick Lane LLC
✚
|
NY | 3.0 |
|
Strategic Global Advisors LLC
✚
|
CA | 3.0 |
|
Globalt Investments LLC
✚
|
GA | 3.0 |