NEPTUNE BEACH, FLCRD 129436Latest ADV February 11, 2026
Disciplined Equity Management, Inc. is an SEC registered investment adviser with a primary office location in Neptune Beach, FL. Its latest Form ADV filing, dated February 11, 2026, reports $521M in regulatory assets under management, 4 employees, 2 offices, and 819 accounts.
Assets Under Management
$521M
Employees
4
Offices
2 offices
Total Clients
231
Primary office
NEPTUNE BEACH, FL
200 1ST STREET, SUITE 204, NEPTUNE BEACH, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 47.6% of total clients.
Top client categories% of clientsClients
1
HNWI
47.6%
110
2
Individuals
39.4%
91
3
Charitable
10.8%
25
4
Corporations
2.2%
5
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$521Mas of February 11, 2026
Discretionary100.0%
$521M
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$521M
Total Accounts819
10Y AUM Change+$363M (+229.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee58:1
10Y Employee Change-1 (-20.0%)
* 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.