MINNEAPOLIS, MNCRD 106746Latest ADV March 27, 2026
Disciplined Growth Investors Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Minneapolis, MN. Its latest Form ADV filing, dated March 27, 2026, reports $5.5B in regulatory assets under management, 21 employee, and 144 accounts.
Assets Under Management
$5.5B
Employees
21
Offices
--
Total Clients
137
Primary office
MINNEAPOLIS, MN
150 SOUTH FIFTH STREET, SUITE 2550, MINNEAPOLIS, MN, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 74.5% of total clients.
Top client categories% of clientsClients
1
HNWI
74.5%
102
2
Charitable
8.0%
11
3
Pooled Investment Vehicles
6.6%
9
4
Pension Plans
5.8%
8
5
Corporations
4.4%
6
Categories with <5 clients
Other investment advisers<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.5Bas of March 27, 2026
Discretionary100.0%
$5.5B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$5.5B
Total Accounts144
10Y AUM Change+$724M (+15.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee7:1
10Y Employee Change+4 (+23.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.