DISCIPLINED EQUITY MANAGEMENT, INC.

Advisory Business

Type of Organization	Other (specify)
Fiscal Year End	DECEMBER
Legal Location	Florida, United States

Employees

Total Number of Employees	8
Investment Advisory/Research	2
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	2
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	736	$371.6M
Non-Discretionary	0	$0
Total	736	$371.6M

Clients

Type	Number	RAUM
Individuals	90	$29.0M
HNW Individuals	104	$303.0M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	6	$6.9M
Charitable organizations	22	$27.6M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	6	$5.0M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	101-250

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation	% of AUM

Identifiers

SEC RIA File Number	801-62624
SEC ERA File Number	801-62624
SEC CIK Numbers	1909380
SEC CRD Numbers	129436
Legal Entity Identifier	None

Principal Office

200 1ST STREET
SUITE 204
NEPTUNE BEACH
FL
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic