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Home > Retirement Planners > tennessee > nashville > DISCIPLINA CAPITAL MANAGEMENT, LLC
DISCIPLINA CAPITAL MANAGEMENT, LLC
1033 Demonbreun Street
Suite 300
Nashville, Tennessee 37203
Tel: 615-490-6007
About DISCIPLINA CAPITAL MANAGEMENT, LLC
DISCIPLINA CAPITAL MANAGEMENT, LLC, formally registered with the SEC as DISCIPLINA CAPITAL MANAGEMENT, LLC. The firm was established in 04/29/2019. They have over 1 offices throughout the country.
DISCIPLINA CAPITAL MANAGEMENT, LLC is a Nashville, Tennessee based Financial Planning firm with nearly $1,846,668,842 assets under management, offering retirement planning & investment advisory services to 39 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 167295 |
| SEC# | 801-115108 |
| Assets Managed by Firm | $1,846,668,842 |
| No. of Clients | 39 |
| No. of Advisors | 9 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 39 | $1,846,668,842 |
| Individuals (other than high net worth individuals) | Fewer than 5 clients | $532,183 |
| High net worth individuals | 5 | $10,626,896 |
| Pension and profit sharing plans | Fewer than 5 clients | $239,363,817 |
| Charitable organizations | 18 | $1,596,145,946 |
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|---|---|---|---|
| $582,388,000,000 | 58634 | 4134 | |
| $18,829,944,477 | 44 | 39 | |
| $11,300,952,063 | 9360 | 224 | |
| $10,041,415,942 | 9 | 46 | |
| $9,208,094,171 | 220 | 41 |
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