A complete list of active advisors currently associated with Disciplined Equity Management, Inc.

Warmer can help you find a great advisor at Disciplined Equity Management, Inc. or one who fits your needs even better.

Disciplined Equity Management provides discretionary investment supervisory services to individuals, trusts, estates, small business owners, pension plans and charitable entities and reports approximately $521 million in discretionary assets under management. Financial planning is included with asset management, and the firm generally screens new accounts by a stated $1 million minimum that it may waive. The firm uses fundamental analysis and concepts from modern portfolio theory to build diversified, low‑cost, passive asset allocation portfolios, offering US Large‑Cap Growth, US Large‑Cap Value and a blended Blue Chip Core strategy. Strategies are implemented through individual stocks, no‑load mutual funds and ETFs (including use of Dimensional Fund Advisors funds), and DEM may engage sub‑advisers via separately managed accounts primarily for taxable accounts to enhance diversification and tax management. Compared with many peers, DEM discloses the use of third‑party ratings in its promotional materials and the receipt of free or discounted research and practice‑management benefits from its custodian (Item 14), which the brochure identifies as part of its custodial relationship. The brochure also discusses borrowing‑related financial risks while describing the firm’s use of separately managed account structures for taxable clients, a combination of practices that is less common among similar team firms.

To learn more about the advisors currently working at Disciplined Equity Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.