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| Happy Holidays!! thanks for using AUM13F!! |
| Disciplined Equity Management Inc
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| CRD # | 129436 |
| SEC # | 801-62624 |
| CIK # | 0001909380 |
| AUM | $389.7 M (2025-03-13) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 904-222-0280 |
| Address | 200 1st Street Neptune Beach, FL 32266 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001909380 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Altria Group Inc | 2.5 | ||
| AllianceBernstein Holding LP | 2.5 | ||
| BB&T Corp | 2.4 | ||
| Ford Motor Co | 2.3 | ||
| Verizon Communications Inc | 2.3 | ||
| Prudential Financial Inc | 2.1 | ||
| Pfizer Inc | 2.1 | ||
| Dow Inc | 1.8 | ||
| Conagra Foods Inc /DE/ | 1.7 | ||
| Kinder Morgan Inc | 1.4 | ||
| AT&T Inc | 1.4 | ||
| US Bancorp de | 1.3 | ||
| Nvidia Corp | 1.3 | ||
| Upjohn Inc | 1.3 | ||
| Best Buy Co Inc | 1.3 | ||
| Palantir Technologies Inc | 1.2 | ||
| CrowdStrike Holdings Inc | 1.2 | ||
| Oneok Inc /New/ | 1.2 | ||
| Arista Networks Inc | 1.2 | ||
| HJ Heinz Holding Corp | 1.1 | ||
| J P Morgan Chase & Co | 1.1 | ||
| Caterpillar Inc | 1.1 | ||
| Priceline Com Inc | 1.0 | ||
| Mastercard Inc | 0.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 84 | 27.7 |
| (b) Individuals (high net worth individuals) | 107 | 337.8 |
| (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 | 7.0 |
| (h) Charitable organizations | 26 | 11.6 |
| (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 | 9 | 5.5 |
| (n) Other | 0 | 0.0 |
| Total | 737 | 389.7 |
| By Discretionary | ||
| Discretionary | 737 | 389.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 737 | 389.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 389.7 | |
| Total | 737 | 389.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001909380] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Great Oak Capital Partners LLC
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|
MA | 0.4 |
|
Riverstone Advisors LLC
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|
0.4 | |
|
Spielberger & Brooks Inc
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|
NY | 0.4 |
|
South Lakeview LLC
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|
0.4 | |
|
Santori & Peters Inc
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|
PA | 0.4 |
|
SARD Wealth Management Group LLC
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|
GA | 0.4 |
|
Mowery & Schoenfeld Wealth Management LLC
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|
IL | 0.4 |
|
United Brokerage Services Inc
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|
WV | 0.4 |
|
Eaton Financial Holdings Company LLC
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|
FL | 0.4 |
|
G&S Capital LLC
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|
CO | 0.4 |