D
CRD: 326666
Disciplined Growth Capital, LLC
Aptos, CA
4154907963
$56.8M Total AUM
$56.8M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-02-2023
- Office Locations
- 1
Office Locations
535 Seacliff Drive Aptos CA
About Disciplined Growth Capital, LLC
Disciplined Growth Capital, LLC is a Aptos-based RIA. The firm has been operating for 3 years. Managing $56.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Insurance, Portfolio Construction.
Team overview
64 AVG AGE
$56.8M AVG AUM / ADVISOR
$3.8M AVG AUM / CLIENT
3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
North vital Momentum Vector focus Focus alpha
Investment Themes
Ember Capital
Investment Vehicles
Element
Services
Unison North value Pathway atlas
Owner & Executives
E
EDWARD MICHAEL RODDEN
Chief Compliance Officer, Managing Member, Partner
- CRD
- #2400116
- Ownership
- 75% or more
(508) 213-6157
element.frontier@matrixcapital.com
in linkedin.com/in/signal-bridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $56,825,430 | -- |
| Non-Discretionary | $0 | -- |
| Total | $56,825,430 | -- |
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Separately Managed Accounts
Total SMA Asset: $56,825,430
Equity - Exchange:
19.1% Private Funds:
50.5% Cash:
30.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,116,853,100 | 19.1% |
| Private Funds | $2,952,936,207 | 50.5% |
| Cash | $1,777,609,122 | 30.4% |
| Total | $5,847,398,429 | 100.0% |