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DISCIPLINA CAPITAL MANAGEMENT, LLC

NASHVILLE, TN · CRD 167295 · IAPD ↗ · 615-490-6003

$3.06BRegulatory AUM
6Advisory reps
11Employees
0Clients
n/aPlanning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — DISCIPLINA CAPITAL MANAGEMENT, LLC reported RAUM up 29% ($2.38B -> $3.06B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
72
April 2025 — DISCIPLINA CAPITAL MANAGEMENT, LLC grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — DISCIPLINA CAPITAL MANAGEMENT, LLC shrank from 7 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2024 — DISCIPLINA CAPITAL MANAGEMENT, LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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