Disciplined Equity Management, Inc.

Disciplined Equity Management, Inc. (DEM) is a registered investment adviser founded by Donald V. Davey in 2002. The firm specializes in providing discretionary investment supervisory services to individuals, trusts, estates, small business owners, pension plans, and charitable entities. DEM tailors each client account based on specific goals and objectives outlined in the Investment Policy Statement. Investment strategies offered include individual stock strategies, mutual fund and ETF strategies, and separately managed accounts utilizing low-cost, diversified portfolios. DEM also offers financial planning services at no additional cost. As of December 31, 2024, DEM had approximately $389,678,684 in discretionary assets under management. The firm acts as a fiduciary when providing investment advice, ensuring clients' best interests are prioritized. DEM charges advisory fees based on a tiered percentage of assets under management, with fees adjusted quarterly. Clients may grant DEM investment discretion, allowing the firm to make decisions on their behalf within agreed-upon guidelines. DEM does not charge performance-based fees and requires a minimum account size of $1 million for new clients, with the option to waive this minimum. The firm discloses its fee structure, investment strategies, and potential risks associated with investing in securities. DEM does not have any disciplinary actions to disclose and maintains custody of client funds for fee debiting purposes. Clients receive regular portfolio reviews and reports to track performance and holdings. DEM does not provide voting advice on client securities and has no financial commitments impairing its ability to meet client obligations.