The DISCIPLINE ADVISORS, INC. is a privately held investment adviser that advises $329.95mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. DISCIPLINE ADVISORS, INC. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 204.33% over the last 5-years.
The Group has been registered with the SEC for 20.44 years and is comprised of 1 filing and 0 relying advisers. They operate out of 11 office locations with their Headquarters at 2800 CENTURY PARKWAY NE SUITE 650, ATLANTA, GEORGIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 40 employees comprised of 40 investment and 0 non-investment staff. The total number of Employees increased by 207.69% over the last 5-years.
Their $329.95mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 71 other accounts. Assets of High Net Worth Individuals clients own $198.39mn or 60.13% of Total Assets and Individuals own $94.22mn or 28.55% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
DISCIPLINE ADVISORS, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.