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DISCIPLINA CAPITAL MANAGEMENT, LLC
CRD 167295File 801-115108
APPROVED
Custody
Filing as of Mar 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.06B
Top 25% of cohort (national)
Discretionary AUM
$2.66B
Non-discretionary $401.7M
Clients
21
56 accounts
Employees
11
Top 10% of cohort in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Apr 29, 2019
- Principal office
- 21 PLATFORM WAY SOUTH, 14TH FLOOR, NASHVILLE, TN, 37203
- Phone
- 615-490-6003
- Website
- https://www.disciplina.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.06B
- Discretionary AUM
- $2.66B
- Non-discretionary AUM
- $401.7M
- Discretionary accounts
- 53
- Non-discretionary accounts
- 3
- Total accounts
- 56
- AUM per client
- $145.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 21 | $2.70B |
| High net worth individuals | Fewer than 5 | $22.0M |
| Pension and profit sharing plans | Fewer than 5 | $113.7M |
| State or municipal government entities | Fewer than 5 | $219.8M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- 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 |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 12 | 11 | decreased by1 |
| Apr 1, 2026 | Clients | 19 | 21 | increased by2 |
| Apr 1, 2026 | AUM | $2,377,934,667 | $3,057,804,454 | increased by$679,869,787 |
| Apr 1, 2026 | Accounts | 51 | 56 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 12 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,644,378,868 | $2,377,934,667 | increased by$733,555,799 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 42 | 51 | increased by9 |
| Apr 1, 2022 | Clients | 10 | 19 | increased by9 |
| Apr 1, 2022 | AUM | $516,231,565 | $1,644,378,868 | increased by$1,128,147,303 |
| Apr 1, 2022 | Accounts | 31 | 42 | increased by11 |
| 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 “DISCIPLINA CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DISCIPLINA CAPITAL” 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.