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DISCIPLINED EQUITY MANAGEMENT, INC.

NEPTUNE BEACH, FL · CRD 129436 · IAPD ↗ · demgt.com · (904) 222-0280

$521.0MRegulatory AUM
2Advisory reps
4Employees
0Clients
101-250Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2026 — DISCIPLINED EQUITY MANAGEMENT, INC. notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2026 — DISCIPLINED EQUITY MANAGEMENT, INC. crossed $500M in regulatory AUM ($389.7M -> $521.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
March 2025 — DISCIPLINED EQUITY MANAGEMENT, INC. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2024 — DISCIPLINED EQUITY MANAGEMENT, INC. notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.