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| Disciplined Equity Management Inc
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|---|---|
| CRD # | 129436 |
| SEC # | 801-62624 |
| CIK # | 0001909380 |
| AUM | 521.0 M (2026-02-11) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 904-222-0280 |
| Address | 200 1st Street Neptune Beach, FL 32266 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Dow Inc | 3.4 | ||
| Verizon Communications Inc | 2.7 | ||
| Altria Group Inc | 2.5 | ||
| Pfizer Inc | 2.4 | ||
| AllianceBernstein Holding LP | 2.4 | ||
| BB&T Corp | 2.3 | ||
| Ford Motor Co | 2.2 | ||
| Prudential Financial Inc | 2.1 | ||
| Conagra Foods Inc /DE/ | 2.1 | ||
| Oneok Inc /New/ | 1.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 91 | 41.0 |
| (b) Individuals (high net worth individuals) | 110 | 453.0 |
| (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 | 8.0 |
| (h) Charitable organizations | 25 | 14.0 |
| (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 | 5 | 5.0 |
| (n) Other | 0 | 0.0 |
| Total | 819 | 521.0 |
| By Discretionary | ||
| Discretionary | 819 | 521.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 819 | 521.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 521.0 | |
| Total | 819 | 521.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001909380] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
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|
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|
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|
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