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- Custodian
- Axos · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- QuantumSignal
- Established Date
- 08-10-2021
- Office Locations
- 16
Office Locations
About Discipline Wealth Solutions, Inc.
Discipline Wealth Solutions is a Greenville, SC-based wealth management firm offering asset management and financial planning (including tax, estate, retirement, and insurance planning). Investment implementation centers on portfolio construction and asset allocation using vehicles such as mutual funds and ETFs. A key differentiator is its Integrated Advisor Platform (IAP™), positioned as a flexible, integration-friendly alternative to traditional TAMPs that lets advisors retain control of their brand, technology stack, and client relationships.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES BRYAN KEITH BALLENTINE
MANAGING PRINCIPAL, President, Wealth Advisor
- CRD
- #3183968
- Ownership
- 75% or more
Anthony R Colancecco Jr.
Chief Compliance Officer, CHIEF OPERATING OFFICER, Wealth Advisor
- CRD
- #6247436
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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RODNEY AU YEUNG
--
- CRD
- #4006157
MARC STEPHEN BECKER
--
- CRD
- #4247479
Horizon insight
Beacon radial pioneer
- CRD
- #62453
Showing 2 of 18 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $741,515,694 | $399,955 |
| Non-Discretionary | $5,167,616 | $112,339 |
| Total | $746,683,310 | $392,991 |
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Separately Managed Accounts
Total SMA Asset: $746,683,310
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $315,773,883 | 21.5% |
| Equity - Exchange | $320,180,030 | 21.8% |
| Cash | $373,053,797 | 25.4% |
| Other | $145,402,858 | 9.9% |
| Municipal Bonds | $314,305,168 | 21.4% |
| Total | $1,468,715,736 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RADIAL RIDGE | OPTIMA SIGNAL | AO2MCU1KT | VSYBO | 11.47% | $18,163,688 |
| HARBOR UNISON | PEAK VITAL | TR0HME1MH | YNZHZ | 1.42% | $99,749,260 |
| BRIDGE ALPHA ELEMENT | QUANTUM BRIDGE | NFAMUIB55 | HQDWZ | 4.52% | $12,199,423 |
| ELEMENT CREST PIONEER | FUSION VITAL | KHXXL66CP | TVQYO | 7.23% | $94,871,930 |
| GLACIER EMBER | EMBER OAK | U5YOR40I5 | IKQP | 8.47% | $100,054,917 |
| PEAK RIDGE | PATHWAY UNISON | 1F7ZC5T4T | RXKY | 1.44% | $119,607,373 |
| VERTEX NORTH NORTH | BEACON CATALYST | 8VX0533JG | JLPN | 6.63% | $34,844,219 |
| GLACIER VERTEX PATHWAY | BEACON VITAL | KOUQ4CJPS | KNGPJ | 2.76% | $32,762,155 |