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DISCIPLINA CAPITAL MANAGEMENT, LLC

CRD 167295File 801-115108
APPROVED
Custody
Filing as of Mar 18, 2026
Feed vintage Aug 17, 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

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 typeClientsAUM
Charitable organizations21$2.70B
High net worth individualsFewer than 5$22.0M
Pension and profit sharing plansFewer than 5$113.7M
State or municipal government entitiesFewer than 5$219.8M
Individuals (other than high net worth individuals)Fewer than 5$1.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.