Disciplined Portfolio Solutions LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated February 10, 2026, reports $231M in regulatory assets under management, 1 employee, 1 office, and 59 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 55.9% of total clients.
Top client categories% of clientsClients
1
HNWI
55.9%
33
2
Individuals
42.4%
25
3
Pension Plans
1.7%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$231Mas of February 10, 2026
Discretionary13.8%
$32M
14% of total RAUM13.8%
Non-discretionary86.2%
$199M
86% of total RAUM86.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$231M
Total Accounts59
10Y AUM Change+$130M (+128.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee59:1
10Y Employee Change0 (0.0%)
* 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.