|
⚲
|
| Disciplined Equity Management Inc
✚
|
|
|---|---|
| CRD # | 129436 |
| SEC # | 801-62624 |
| CIK # | 0001909380 |
| AUM | $521.0 M (2026-02-11) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 904-222-0280 |
| Address | 200 1st Street Neptune Beach, FL 32266 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($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 ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 91 | 41.0 |
| (b) Individuals (high net worth individuals) | 110 | 453.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 8.0 |
| (h) Charitable organizations | 25 | 14.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 5.0 |
| (n) Other | 0 | 0.0 |
| Total | 819 | 521.0 |
| By Discretionary | ||
| Discretionary | 819 | 521.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 819 | 521.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 521.0 | |
| Total | 819 | 521.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001909380] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Core Planning LLC
✚
|
MO | 0.5 |
|
Reify Wealth Advisors Inc
✚
|
IN | 0.5 |
|
McLaughlin Ryder Investments Inc
✚
|
VA | 0.5 |
|
Leading Edge Financial Planning LLC
✚
|
TN | 0.5 |
|
Benin Management Corp
✚
|
0.5 | |
|
Uncommon Cents Investing LLC
✚
|
WI | 0.5 |
|
Matson Financial Advisors Inc
✚
|
CT | 0.5 |
|
Orion Investment Co
✚
|
MO | 0.5 |
|
The Main Street Group Ltd
✚
|
VA | 0.5 |
|
Twenty-First Tailored Solutions Inc
✚
|
0.5 |