A complete list of active advisors currently associated with Disciplined Portfolio Solutions LLC
Warmer can help you find a great advisor at Disciplined Portfolio Solutions LLC or one who fits your needs even better.
Disciplined Portfolio Solutions LLC manages approximately $230.7 million for 58 clients, primarily individuals and high-net-worth individuals, and also serves pension plans and corporate entities. The firm provides ongoing investment supervisory services and complimentary financial planning, documenting client goals and risk tolerance in an Investment Policy Statement. The firm’s process combines charting, fundamental, technical, and cyclical analysis to build portfolios and uses a range of strategies including long- and short-term trading, short sales, margin transactions, and options writing. DPS reports most assets as non-discretionary ($198,855,960 non-discretionary vs. $31,863,725 discretionary as of December 2025), so clients commonly retain final trading authority while the adviser implements agreed plans and may take discretionary authority when authorized. Compared with peers, DPS is notable for its high assets-per-advisor level (over $200 million of AUM per advisor) and for operating with a predominantly non-discretionary asset base, a combination that is uncommon among similar firms. The firm also requires use of its recommended custodian, aggregates block trades, receives research/soft-dollar services from the custodian, and conducts at least monthly account reviews by its designated reviewer.
To learn more about the advisors currently working at Disciplined Portfolio Solutions 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.
Name |
Location |
Years of experience |
|---|---|---|
Leland, NC
| 4
|
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