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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 3 offices throughout the country.
DISCIPLINA CAPITAL MANAGEMENT, LLC is a Nashville, Tennessee based Financial Planning firm with nearly $2,279,961,313 assets under management, offering retirement planning & investment advisory services to 50 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 167295 |
| SEC# | 801-115108 |
| Assets Managed by Firm | $2,279,961,313 |
| No. of Clients | 50 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 50 | $2,279,961,313 |
| Individuals (other than high net worth individuals) | Fewer than 5 clients | $1,777,632 |
| High net worth individuals | Fewer than 5 clients | $10,637,413 |
| Pension and profit sharing plans | Fewer than 5 clients | $90,794,444 |
| Charitable organizations | 20 | $1,973,235,567 |
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