# DISCIPLINE WEALTH SOLUTIONS, INC.

DISCIPLINE WEALTH SOLUTIONS, INC. of GREENVILLE, SC is an SEC-registered investment adviser.

## Registration

- CRD: 315846
- Type: SEC-registered investment adviser
- SEC file number: 801-122049
- Location: 15 HALTON GREEN WAY, GREENVILLE, SC, 29607
- Phone: 864-322-6046
- Latest filing: 2026-08-04
- Regulatory AUM: $746.7M
- Discretionary AUM: $741.5M
- Non-discretionary AUM: $5.2M
- Clients: 18
- Accounts: 1,900

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities, Other

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| James Bryan Keith Ballentine | MANAGING PRINCIPAL | — |
| Anthony R Colancecco | CHIEF COMPLIANCE OFFICER | Greenville, SC |
| BALLENTINE JAMES BRYAN KEITH | MANAGING PRINCIPAL; MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | — |
| Colancecco Anthony R | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/315846/brochure
- Similar advisers: https://search.stillhousedata.com/firm/315846/similar
- Related entities: https://search.stillhousedata.com/firm/315846/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/315846

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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.