DISCIPLINED EQUITY MANAGEMENT, INC.
SEC RegisteredIntelligent Investing
About the firm
Disciplined Equity Management is an SEC registered investment advisory firm that provides customized wealth management solutions for affluent investors. The firm utilizes a Four Pillars investment philosophy and has held itself to the Fiduciary Standard since its inception, always acting in its clients' best interests.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Customized wealth management solutions, institutional quality portfolios, disciplined investment approach, customized advice, intelligent planning, broad diversification, low costs, tax-efficiency, and institutional quality investment vehicles.
Who they serve
Affluent investors
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 91 | $41M |
| High Net Worth Individuals | 110 | $453M |
| State/Municipal Entities | 25 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $3 million | 1.50% |
| $3 million to $5 million | 1.00% |
| Above $5 million | 0.75% |
Data as of February 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DISCIPLINED EQUITY MANAGEMENT, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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