D
$230.7M Total AUM
$31.9M Disc. AUM
-- 3Y CAGR
1 Employees
59 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Vector pioneer
- Established Date
- 03-27-2012
- Office Locations
- 1
Office Locations
-- Leland NC
About Disciplined Portfolio Solutions LLC
Disciplined Portfolio Solutions (DPS) is an independent, founder-led advisory led by AWMA-accredited Philip Sparacino. The firm provides financial planning and portfolio construction for individual investors and small businesses, with a focus on retirement planning, retirement income, education planning, and wealth preservation. Portfolios are ETF-oriented, with Schwab as a primary custodian.
Team overview
-- AVG AGE
$230.7M AVG AUM / ADVISOR
$3.9M AVG AUM / CLIENT
4.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
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Asset Classes
Ember
Custodian
Ember atlas Matrix
Investment Themes
Ember Frontier signal
Investment Vehicles
Optima
Services
Momentum eagle Momentum wave Foundation north Value radial Zenith
Technology
Ember matrix
Owner & Executives
P
PHILIP SPARACINO
Chief Compliance Officer, Managing Member
- CRD
- #2836992
- Ownership
- 75% or more
(710) 898-9925
legacy.bridge@horizoncapital.com
in linkedin.com/in/crest-wave
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,863,725 | $15,931,863 |
| Non-Discretionary | $198,855,960 | $3,488,701 |
| Total | $230,719,685 | $3,910,503 |
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Separately Managed Accounts
Total SMA Asset: $230,719,685
Equity - Exchange:
23.8% Public Funds:
14.3% U.S. Government/Agency:
15.5% Cash:
14.9% Corporate - Investment Grade:
19.2% Municipal Bonds:
12.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,099,970,281 | 23.8% |
| Public Funds | $660,906,513 | 14.3% |
| U.S. Government/Agency | $716,367,200 | 15.5% |
| Cash | $688,636,856 | 14.9% |
| Corporate - Investment Grade | $887,370,983 | 19.2% |
| Municipal Bonds | $568,472,036 | 12.3% |
| Total | $4,621,723,869 | 100.0% |