A complete list of active advisors currently associated with Disciplined Growth Capital, LLC

Warmer can help you find a great advisor at Disciplined Growth Capital, LLC or one who fits your needs even better.

Disciplined Growth Capital provides ongoing portfolio management to individuals and high‑net‑worth individuals, tailoring Investment Policy Statements to each client’s goals, time horizon, and risk tolerance. The firm charges asset‑based fees and generally maintains an account minimum of $250,000, which it may waive in its discretion. The firm’s investment approach combines fundamental analysis and modern portfolio theory with a long‑term trading orientation, and it constructs portfolios across mutual funds, ETFs, equities, fixed income, real estate funds, private equity funds, private placements, and Treasury inflation‑protected securities. It typically seeks discretionary trading authority, performs at least quarterly account reviews, and delivers written reporting through the custodian. Distinctive features include a client base focused on higher‑net‑worth individuals rather than smaller retail clients and a requirement that clients use Schwab Institutional as custodian, with disclosure that the firm may receive soft‑dollar benefits. The firm also does not aggregate trades across multiple clients and the adviser has an outside affiliation as an investment‑adviser representative with a third‑party indexing firm—operational and affiliation practices that differ from many peers.

To learn more about the advisors currently working at Disciplined Growth Capital, LLC, 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.