# DISCIPLINED EQUITY MANAGEMENT, INC.

DISCIPLINED EQUITY MANAGEMENT, INC. of NEPTUNE BEACH, FL is an SEC-registered investment adviser.

## Registration

- CRD: 129436
- Type: SEC-registered investment adviser
- SEC file number: 801-62624
- Location: 200 1ST STREET, SUITE 204, NEPTUNE BEACH, FL, 32266
- Phone: (904) 222-0280
- Latest filing: 2026-02-11
- Regulatory AUM: $521.0M
- Discretionary AUM: $521.0M
- Clients: 4
- Accounts: 819

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Donald Vincent Davey | DIRECTOR/CHIEF COMPLIANCE OFFICER | — |
| DAVEY DONALD VINCENT | DIRECTOR; DIRECTOR/CHIEF COMPLIANCE OFFICER | — |
| FREDERICK VALORIE | CHIEF COMPLIANCE OFFICER | — |
| KOPP JEFFREY BLAIR | CHIEF COMPLIANCE OFFICER (CCO) | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/129436/brochure
- Similar advisers: https://search.stillhousedata.com/firm/129436/similar
- Related entities: https://search.stillhousedata.com/firm/129436/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/129436

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.