Disciplina Capital Management, LLC

Disciplina Capital Management, LLC, also known as Disciplina Group, LLC, was established in 2013 and specializes in providing advisory services to small and mid-sized institutions, as well as personalized wealth management services to high-net-worth investors. The firm manages over $2 billion of client assets on a discretionary basis as of December 31, 2024. Disciplina offers Outsourced Chief Investment Officer (OCIO) services, including asset allocation review, manager selection, operational due diligence, and performance measurement. Clients can impose restrictions on the management of their investment portfolios, and the firm may agree to non-discretionary arrangements in limited circumstances. For institutional clients, the annual fee for OCIO services typically ranges from 0.30% to 0.54% annually, with a minimum portfolio value of $25 million. Wealth Management Services fees are based on a tiered fee schedule, ranging from 0.95% to 0.54% annually, with a minimum portfolio value of $1 million. The firm does not have performance-based fee arrangements and does not engage in side-by-side management. Clients have the option to select separate account managers, and the firm may invest in private funds based on clients' risk tolerance and financial qualifications. Disciplina acts as a fiduciary when providing investment advice on retirement plan accounts or individual retirement accounts. The firm does not typically vote proxies related to securities held in client accounts. The team at Disciplina Capital Management consists of experienced professionals, including Matthew W. Wright, Brant W. Smith, Alena Thangaraj, Brian D. Arsenault, and Jimmie "Duke" Williams II. Each team member brings a wealth of experience in institutional investment management, private investments, and financial consulting. The firm's Chief Compliance Officer, Michael Kirwan, oversees the compliance program to ensure adherence to regulatory requirements.