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| Keyboard |
| Discipline Wealth Solutions Inc
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|---|---|
| CRD # | 315846 |
| SEC # | 801-122049 |
| CIK # | 0002010507 |
| AUM | 746.7 M (2026-06-01) |
| Employees | 18 (100% Investors, 6% Brokers) |
| Phone | 864-322-6046 |
| Address | 15 Halton Green Way Greenville, SC 29607 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,673 | 287.4 |
| (b) Individuals (high net worth individuals) | 246 | 425.7 |
| (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 | 27 | 33.5 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 1,900 | 746.7 |
| By Discretionary | ||
| Discretionary | 1,854 | 741.5 |
| Non-Discretionary | 46 | 5.2 |
| Total | 1,900 | 746.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 746.7 | |
| Total | 1,900 | 746.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002010507] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Flagship Wealth Advisors LLC
✚
|
MA | 748.6 M |
|
Porter White Investment Advisors Inc
✚
|
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|
Fiduciary Family Office LLC
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FL | 747.7 M |
|
Autumn Glory Partners LLC
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TX | 747.6 M |
|
Tillman Hartley LLC
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|
CO | 746.3 M |
|
Summit Investment Advisory Services LLC
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|
MN | 745.8 M |
|
Running Point Capital Advisors LLC
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|
CA | 745.6 M |
|
Seamount Financial Group Inc
✚
|
CO | 745.2 M |
|
Beacon Global Advisor Network LLC
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|
GA | 745.1 M |
|
Campbell Deegan Wealth Management LLC
✚
|
VA | 745.1 M |