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
Firm Details
- Organization Type
- Other (specify) (S-CORP)
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 13, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FREDERICK, VALORIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FREDERICK, VALORIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FREDERICK, VALORIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOPP, JEFFREY, BLAIR | I | CHIEF COMPLIANCE OFFICER (CCO) | NA | |
| DAVEY, DONALD, VINCENT | I | DIRECTOR | E | Control |
| DAVEY, DONALD, VINCENT | I | DIRECTOR | E | Control |
| DAVEY, DONALD, VINCENT | I | DIRECTOR | E | Control |
| DAVEY, DONALD, VINCENT | I | DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVEY, DONALD, VINCENT | I | DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVEY, DONALD, VINCENT | I | DIRECTOR | E | Control |
| DAVEY, DONALD, VINCENT | I | DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVEY, DONALD, VINCENT | I | DIRECTOR | E | Control |
| DAVEY, DONALD, VINCENT | I | DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVEY, DONALD, VINCENT | I | DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVEY, DONALD, VINCENT | I | DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVEY, DONALD, VINCENT | I | DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVEY, DONALD, VINCENT | I | DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVEY, DONALD, VINCENT | I | DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVEY, DONALD, VINCENT | I | DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVEY, DONALD, VINCENT | I | DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVEY, DONALD, VINCENT | I | DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVEY, DONALD, VINCENT | I | DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVEY, DONALD, VINCENT | I | DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVEY, DONALD, VINCENT | I | DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVEY, DONALD, VINCENT | I | DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVEY, DONALD, VINCENT | I | DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVEY, DONALD, VINCENT | I | DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVEY, DONALD, VINCENT | I | DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVEY, DONALD, VINCENT | I | DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVEY, DONALD, VINCENT | I | DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVEY, DONALD, VINCENT | I | DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVEY, DONALD, VINCENT | I | DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVEY, DONALD, VINCENT | I | DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVEY, DONALD, VINCENT | I | DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVEY, DONALD, VINCENT | I | DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 13, 2025 REGISTERED
Notice Filings (9)
CA FL GA KS LA NC NE TX WI
Address
200 1ST STREETSUITE 204
NEPTUNE BEACH, FL 32266
United States
Phone: (904) 222-0280