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Disciplined Equity Management, Inc.

● SEC registered since 2004CRD 129436SEC# 801-62624Neptune Beach, FL
Export (members)
Reg. AUM
$389.7M
Employees
6
Accounts
737
Location
Neptune Beach, FL

Disciplined Equity Management, Inc. assets under management

Disciplined Equity Management, Inc. is an SEC-registered investment adviser based in Neptune Beach, FL. The firm has been registered since 2004. It reports $389.7 million in regulatory assets under management and employs 6 people.
www.demgt.comView on SEC.gov ↗

Disciplined Equity Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Donald Vincent Davey ControlDirector/Chief Compliance OfficerOver 75%2004

Frequently asked questions

How much does Disciplined Equity Management, Inc. manage?

Disciplined Equity Management, Inc. reports $389.7 million in regulatory assets under management on its Form ADV.

How many employees does Disciplined Equity Management, Inc. have?

Disciplined Equity Management, Inc. reports 6 employees.

Where is Disciplined Equity Management, Inc. located?

Disciplined Equity Management, Inc. is based in Neptune Beach, FL and has been SEC-registered since 2004.

Does Disciplined Equity Management, Inc. disclose fund performance?

Disciplined Equity Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address200 1st Street, Suite 204, Neptune Beach, FL 32266
Phone(904) 222-0280
Fax(904) 212-0058
Office hours9 a.m. - 4 p.m. (Monday-Thurs) 9a.m. - 12p.m. (Fri)
SEC regionMiami Regional Office (MIRO)
CIK1909380
Discloses disciplinary historyNo

Assets under management

Discretionary$389.7M
Non-discretionary$0
Total (RAUM)$389.7M