Firm profile

DISCIPLINE WEALTH SOLUTIONS, INC.

GREENVILLE, SCCRD 315846Latest ADV February 19, 2026

Discipline Wealth Solutions, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Greenville, SC. Its latest Form ADV filing, dated February 19, 2026, reports $747M in regulatory assets under management, 18 employees, 12 offices, and 1,900 accounts.

Assets Under Management
$747M
Employees
18
Offices
12 offices
Total Clients
1,946
Primary office
GREENVILLE, SC
15 HALTON GREEN WAY, GREENVILLE, SC, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOAnthony R. Colancecco

Advisory services offered

5 types reported
Financial Planning Services
Other advisory services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 86.0% of total clients.
Top client categories% of clientsClients
1
Individuals
86.0%
1,673
2
HNWI
12.6%
246
3
Pension Plans
1.4%
27
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$747Mas of February 19, 2026
Discretionary99.3%
$742M
99% of total RAUM99.3%
Non-discretionary0.7%
$5M
1% of total RAUM0.7%
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$747M
Total Accounts1,900
10Y AUM Change+$747M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees18
Clients per Employee108:1
10Y Employee Change+16 (+800.0%)

* 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.