DISCIPLINED EQUITY MANAGEMENT, INC.
CRD #129436 SEC #801-62624 NEPTUNE BEACH, FL (904) 222-0280
SEC Registered
Total AUM
$389.7M
Discretionary
$389.7M
Employees
6
Clients
101
Accounts
737
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $389.7M | $389.7M | $0 | 6 | 0 |
| Feb 2025 | $389.7M | $389.7M | $0 | 6 | 0 |
| Mar 2024 | $371.6M | $371.6M | $0 | 8 | 0 |
| Mar 2023 | $318.4M | $318.4M | $0 | 6 | 1 |
| Feb 2022 | $339.8M | $339.8M | $0 | 7 | 1 |
| Jun 2021 | $273.4M | $273.4M | $0 | 7 | 1 |
| Mar 2021 | $273.4M | $273.4M | $0 | 7 | 1 |
| Jun 2020 | $237.9M | $237.9M | $0 | 7 | 1 |
| Mar 2020 | $237.9M | $237.9M | $0 | 7 | 1 |
| Mar 2019 | $182.1M | $182.1M | $0 | 5 | 0 |
| Feb 2018 | $197.1M | $197.1M | $0 | 5 | 0 |
| Feb 2017 | $157.9M | $157.9M | $0 | 5 | 100 |
| Mar 2016 | $141.2M | $141.2M | $0 | 5 | 100 |
| Mar 2015 | $144M | $144M | $0 | 4 | 100 |
| Mar 2015 | $144M | $144M | $0 | 4 | 100 |
| Mar 2015 | $144M | $144M | $0 | 4 | 100 |
| Feb 2015 | $144M | $144M | $0 | 5 | 100 |
| Oct 2014 | $151.6M | $151.6M | $0 | 5 | 100 |
| Mar 2014 | $151.6M | $151.6M | $0 | 5 | 100 |
| Mar 2013 | $132.8M | $132.8M | $0 | 4 | 100 |
| Nov 2012 | $132.4M | $132.4M | $0 | 4 | 123 |
| Mar 2012 | $132.4M | $132.4M | $0 | 1 | 123 |
| Nov 2011 | $106.3M | $106.3M | $0 | 1 | 101 |
| May 2011 | $106.3M | $106.3M | $0 | 5 | -- |
| Feb 2011 | $106.3M | $106.3M | $0 | 5 | -- |
| Mar 2010 | $85.7M | $85.7M | $0 | 5 | -- |
| Mar 2007 | $106M | $106M | $0 | 5 | -- |
| Mar 2007 | $106M | $106M | $0 | 5 | -- |
| Feb 2006 | $85.9M | $85.9M | $0 | 5 | -- |
| Nov 2005 | $92.8M | $92.8M | $0 | 5 | -- |
| Dec 2003 | $50M | $50M | $0 | 5 | -- |
DateMar 2025
Total AUM$389.7M
Discretionary$389.7M
Non-Disc.$0
Employees6
Clients0
DateFeb 2025
Total AUM$389.7M
Discretionary$389.7M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$371.6M
Discretionary$371.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$318.4M
Discretionary$318.4M
Non-Disc.$0
Employees6
Clients1
DateFeb 2022
Total AUM$339.8M
Discretionary$339.8M
Non-Disc.$0
Employees7
Clients1
DateJun 2021
Total AUM$273.4M
Discretionary$273.4M
Non-Disc.$0
Employees7
Clients1
DateMar 2021
Total AUM$273.4M
Discretionary$273.4M
Non-Disc.$0
Employees7
Clients1
DateJun 2020
Total AUM$237.9M
Discretionary$237.9M
Non-Disc.$0
Employees7
Clients1
DateMar 2020
Total AUM$237.9M
Discretionary$237.9M
Non-Disc.$0
Employees7
Clients1
DateMar 2019
Total AUM$182.1M
Discretionary$182.1M
Non-Disc.$0
Employees5
Clients0
DateFeb 2018
Total AUM$197.1M
Discretionary$197.1M
Non-Disc.$0
Employees5
Clients0
DateFeb 2017
Total AUM$157.9M
Discretionary$157.9M
Non-Disc.$0
Employees5
Clients100
DateMar 2016
Total AUM$141.2M
Discretionary$141.2M
Non-Disc.$0
Employees5
Clients100
DateMar 2015
Total AUM$144M
Discretionary$144M
Non-Disc.$0
Employees4
Clients100
DateMar 2015
Total AUM$144M
Discretionary$144M
Non-Disc.$0
Employees4
Clients100
DateMar 2015
Total AUM$144M
Discretionary$144M
Non-Disc.$0
Employees4
Clients100
DateFeb 2015
Total AUM$144M
Discretionary$144M
Non-Disc.$0
Employees5
Clients100
DateOct 2014
Total AUM$151.6M
Discretionary$151.6M
Non-Disc.$0
Employees5
Clients100
DateMar 2014
Total AUM$151.6M
Discretionary$151.6M
Non-Disc.$0
Employees5
Clients100
DateMar 2013
Total AUM$132.8M
Discretionary$132.8M
Non-Disc.$0
Employees4
Clients100
DateNov 2012
Total AUM$132.4M
Discretionary$132.4M
Non-Disc.$0
Employees4
Clients123
DateMar 2012
Total AUM$132.4M
Discretionary$132.4M
Non-Disc.$0
Employees1
Clients123
DateNov 2011
Total AUM$106.3M
Discretionary$106.3M
Non-Disc.$0
Employees1
Clients101
DateMay 2011
Total AUM$106.3M
Discretionary$106.3M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$106.3M
Discretionary$106.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$85.7M
Discretionary$85.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$106M
Discretionary$106M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$106M
Discretionary$106M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$85.9M
Discretionary$85.9M
Non-Disc.$0
Employees5
Clients--
DateNov 2005
Total AUM$92.8M
Discretionary$92.8M
Non-Disc.$0
Employees5
Clients--
DateDec 2003
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees5
Clients--