$521.0M Total AUM
$521.0M Disc. AUM
18.4% 3Y CAGR
4 Employees
231 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Summit frontierUnison
- Established Date
- 01-02-2004
- Office Locations
- 2
Office Locations
10 Glenlake Parkway Suite 130 Atlanta GA
200 1ST Street Suite 204 Neptune Beach FL
About Disciplined Equity Management, Inc.
Disciplined Equity Management is an SEC-registered RIA providing customized wealth management for affluent investors through a comprehensive planning process and institutional-quality, disciplined portfolios guided by its Four Pillars philosophy. The firm serves retail and institutional clients and builds portfolios using public funds and ETFs, with Schwab among primary custodians.
Team overview
53 AVG AGE
$260.5M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
18 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
22yrs Firm Age
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Asset Classes
Prime Prime Meridian value Meridian
Client Personas
Focus Frontier pathway Foundation
Custodian
Ridge Capital Vector eagle
Fund Managers
Peak matrix
Investment Themes
Foundation glacier Signal catalyst Wave
Investment Vehicles
North Eagle glacier
Platform
Delta element Delta
Services
Harbor Radial signal Prime Atlas Vital Optima capital Eagle
Technology
Optima North
Owner & Executives
DONALD VINCENT DAVEY
Chief Compliance Officer, DIRECTOR, Owner
- CRD
- #3038288
- Ownership
- 75% or more
(464) 880-6657
pathway.north@eaglecapital.com
in linkedin.com/in/ember-harbor
Showing 1 of 1 owners & executives
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R
REBECCA MCDONALD PHILLIPS
Certified Financial Planner
- CRD
- #4637342
(425) 216-4203
oak.pioneer@vitalcapital.com
in linkedin.com/in/optima-legacy
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $520,953,831 | $636,085 |
| Non-Discretionary | $0 | -- |
| Total | $520,953,831 | $636,085 |
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Separately Managed Accounts
Total SMA Asset: $520,953,831
Public Funds:
16.4% Equity - Exchange:
25.6% Cash:
58.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $648,278,315 | 16.4% |
| Equity - Exchange | $1,011,946,638 | 25.6% |
| Cash | $2,292,691,601 | 58.0% |
| Total | $3,952,916,554 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL ALPHA OAK | SUMMIT HORIZON | OW5G85C5V | MMKU | 8.51% | $56,898,632 |
| DELTA ALPHA NORTH | CREST SIGNAL | 47D89V2RN | CLE | 2.93% | $46,946,183 |
| VECTOR VERTEX | CREST LEGACY | L3BAHOYDI | EKX | 2.90% | $96,517,473 |
| SIGNAL RADIAL QUANTUM | HORIZON PATHWAY | 0DVYB9OUG | ECN | 11.93% | $34,755,682 |
| CREST RADIAL | SUMMIT ZENITH | 9LJ59HRSH | ZCA | 7.36% | $29,782,848 |
| PEAK PIONEER | EAGLE QUANTUM | 9W0QVKQZ8 | RBWI | 10.40% | $40,646,048 |
| HARBOR FOUNDATION | SUMMIT LEGACY | QZVY8927M | VSBCK | 2.02% | $87,909,758 |
| NORTH FOCUS | PEAK CATALYST | LYUSHL9E7 | CDFMD | 11.57% | $76,617,014 |