Disciplined Equity Management, Inc.
● SEC registered since 2004CRD 129436SEC# 801-62624Neptune Beach, FL
Reg. AUM
$521M
Employees
4
Accounts
819
Location
Neptune Beach, FL
Disciplined Equity Management, Inc. assets under management
Disciplined Equity Management, Inc. is an SEC-registered investment adviser based in Neptune Beach, FL. The firm has been registered since 2004. It reports $521 million in regulatory assets under management and employs 4 people.
Disciplined Equity Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Donald Vincent Davey Control | Director/Chief Compliance Officer | Over 75% | 2004 |
Frequently asked questions
How much does Disciplined Equity Management, Inc. manage?
Disciplined Equity Management, Inc. reports $521 million in regulatory assets under management on its Form ADV.
How many employees does Disciplined Equity Management, Inc. have?
Disciplined Equity Management, Inc. reports 4 employees.
Where is Disciplined Equity Management, Inc. located?
Disciplined Equity Management, Inc. is based in Neptune Beach, FL and has been SEC-registered since 2004.
Does Disciplined Equity Management, Inc. disclose fund performance?
Disciplined Equity Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 200 1st Street, Suite 204, Neptune Beach, FL 32266 |
| Phone | (904) 222-0280 |
| Fax | (904) 212-0058 |
| Office hours | 9 a.m. - 4 p.m. (Monday-Thurs) 9a.m. - 12p.m. (Fri) |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1909380 |
| Discloses disciplinary history | No |
Regulatory AUM
$521M▲ 34%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$521Mregulatory AUM
Discretionary $521M