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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

DISCIPLINED EQUITY MANAGEMENT, INC.

CRD 129436

NEPTUNE BEACH, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:818f50fd-5cc7-04b5-b23e-30bc6b6ade40

Data as of Feb 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Nov 16, 2011 to Feb 11, 2026
24 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.95 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $521MItem 5.F on the latest filing (2026-02-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $521M
Private client RAUM: $494MderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $174Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 2
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 819
Individual clients: 91
High net worth clients: 110
Custody, client assets: $254M
SEC number: 801-62624
CIK: 1909380
CRD: 129436
Filings on the tape: 24
First filed: Nov 16, 2011
Latest filed: Feb 11, 2026
Organised: Other (specify), FL
Website: demgt.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DONALD VINCENT DAVEY	n/a	NEPTUNE BEACH, FL	22	28	n/a	no
REBECCA MCDONALD PHILLIPS	Certified Financial Planner	Atlanta, GA	13	23	2	no
Brooke Nicole Holden	Certified Financial Planner	NEPTUNE BEACH, FL	0	13	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DAVEY, DONALD, VINCENT	DIRECTOR/CHIEF COMPLIANCE OFFICER	E	yes	01/2004	Nov 16, 2011	Mar 13, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Atlanta	Ga	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 11, 2026	$521M	$521M	4	2	2	n/a	n/a
2024	Mar 13, 2025	$390M	$390M	6	2	2	n/a	n/a
2023	Mar 13, 2024	$372M	$372M	8	2	1	n/a	n/a
2022	Mar 3, 2023	$318M	$318M	6	3	1	n/a	n/a
2021	Feb 18, 2022	$340M	$340M	7	3	1	n/a	n/a
2020	Mar 4, 2021	$273M	$273M	7	4	1	n/a	n/a
2019	Mar 16, 2020	$238M	$238M	7	4	1	n/a	n/a
2018	Mar 19, 2019	$182M	$182M	5	3	1	n/a	n/a
2017	Feb 19, 2018	$197M	$197M	5	3	1	n/a	n/a
2016	Feb 27, 2017	$158M	$158M	5	3	n/a	n/a	n/a
2015	Mar 7, 2016	$141M	$141M	5	3	n/a	n/a	n/a
2014	Feb 10, 2015	$144M	$144M	5	3	n/a	n/a	n/a
2013	Mar 4, 2014	$152M	$152M	5	3	n/a	n/a	n/a
2012	Mar 14, 2013	$133M	$133M	4	2	n/a	n/a	n/a
2011	Mar 16, 2012	$132M	$132M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	1	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$521M	$390M	33.7%	$318M	17.8%	4	6	2	2

Relationships

Registered with (4)

← Brooke Nicole HoldenAdvisorregistration: current employment
Aug 12, 2026 to presentfactForm ADV
← REBECCA MCDONALD PHILLIPSAdvisorregistration: current employment
Nov 29, 2012 to presentfactForm ADV
← DONALD VINCENT DAVEYAdvisorregistration: current employment
Feb 26, 2004 to presentfactForm ADV
← JEFFREY BLAIR KOPPAdvisorregistration: previous registration
Jan 16, 2004 to Feb 9, 2005factForm ADV

Controls (1)

← DAVEY, DONALD, VINCENTOwnerDIRECTOR/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Nov 16, 2011 to Mar 13, 2024factForm ADV

Dated events

Occurred
Feb 11, 2026
Regulatory AUM changed
Disciplined Equity Management, Inc. reported RAUM $521.0M, up 34% from $389.7M (2025-03-13 to 2026-02-11)
Form ADVobserved 4 days ago
$131M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:818f50fd-5cc7-04b5-b23e-30bc6b6ade40
First observed: Nov 16, 2011
Last observed: Feb 11, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DISCIPLINED EQUITY MANAGEMENT, INC.

CRD 129436

NEPTUNE BEACH, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:818f50fd-5cc7-04b5-b23e-30bc6b6ade40

Data as of Feb 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:56 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DONALD VINCENT DAVEY

n/a

NEPTUNE BEACH, FL

n/a

REBECCA MCDONALD PHILLIPS

Certified Financial Planner

Atlanta, GA

Brooke Nicole Holden

Certified Financial Planner

NEPTUNE BEACH, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DAVEY, DONALD, VINCENT

DIRECTOR/CHIEF COMPLIANCE OFFICER

yes

01/2004

Nov 16, 2011

Mar 13, 2024

City

State

Country

Employees

Also broker-dealer

Atlanta

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 11, 2026

$521M

n/a

2024

Mar 13, 2025

$390M

n/a

2023

Mar 13, 2024

$372M

n/a

2022

Mar 3, 2023

$318M

n/a

2021

Feb 18, 2022

$340M

n/a

2020

Mar 4, 2021

$273M

n/a

2019

Mar 16, 2020

$238M

n/a

2018

Mar 19, 2019

$182M

n/a

2017

Feb 19, 2018

$197M

n/a

2016

Feb 27, 2017

$158M

n/a

2015

Mar 7, 2016

$141M

n/a

2014

Feb 10, 2015

$144M

n/a

2013

Mar 4, 2014

$152M

n/a

2012

Mar 14, 2013

$133M

n/a

2011

Mar 16, 2012

$132M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$521M

$390M

33.7%

$318M

17.8%