Fee-only adviser · Neptune Beach, FL
Disciplined Equity Management, Inc.
Disciplined Equity Management, Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Neptune Beach, Florida. On its latest Form ADV, filed February 11, 2026, it reports $521M in regulatory assets under management, 201 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 129436 · SEC file 801-62624 |
| Office | 200 1st Street Suite 204 Neptune Beach, FL 32266 |
| Phone | (904) 222-0280 |
| Website | www.demgt.com |
| Regulatory assets under management | $521M |
| Individual clients | 91 non-high-net-worth, 110 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 11, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Nearby
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- Fernandina Beach 1 firm
- Fleming Island 1 firm
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