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DISCIPLINED EQUITY MANAGEMENT, INC.
CRD 129436File 801-62624
APPROVED
Retail clients
Custody
Filing as of Feb 11, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$521.0M
Above cohort median (national)
Discretionary AUM
$521.0M
Clients
231
819 accounts
Employees
4
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jan 2, 2004
- Principal office
- 200 1ST STREET, SUITE 204, NEPTUNE BEACH, FL, 32266
- Phone
- (904) 222-0280
- Website
- HTTP://WWW.DEMGT.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $521.0M
- Discretionary AUM
- $521.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 819
- Non-discretionary accounts
- 0
- Total accounts
- 819
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $5.0M |
| Charitable organizations | 25 | $14.0M |
| High net worth individuals | 110 | $453.0M |
| Pension and profit sharing plans | Fewer than 5 | $8.0M |
| Individuals (other than high net worth individuals) | 91 | $41.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 6 | 4 | decreased by2 |
| Mar 1, 2026 | Clients | 226 | 231 | increased by5 |
| Mar 1, 2026 | AUM | $389,678,684 | $520,953,831 | increased by$131,275,147 |
| Mar 1, 2026 | Accounts | 737 | 819 | increased by82 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 6 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 200 | 226 | increased by26 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $339,848,079 | $389,678,684 | increased by$49,830,605 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 675 | 737 | increased by62 |
| Mar 1, 2022 | Clients | 189 | 200 | increased by11 |
| Mar 1, 2022 | AUM | $273,363,489 | $339,848,079 | increased by$66,484,590 |
| Mar 1, 2022 | Accounts | 630 | 675 | increased by45 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DISCIPLINED EQUITY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DISCIPLINED EQUITY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.