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Disciplined Money, LLC
Disciplined Money, LLC is a US-based RIA. Profile: structure, regulation, and investment approach for allocators.
Disciplined Money, LLC
Disciplined Money, LLC is a United States-based registered investment advisor, a designation registered with the Securities and Exchange Commission (per SEC public records). The firm's exact founding year and founding principals are not publicly documented, though its corporate name implies an investment philosophy centered on consistency and risk discipline. As an RIA, Disciplined Money, LLC owes a fiduciary duty to its clients, a legal standard that distinguishes it from broker-dealers. The firm's investment strategy, while not publicly detailed in a scoped website, likely involves asset allocation across traditional asset classes such as equities, fixed income, and alternatives — the typical toolkit of an RIA serving high-net-worth individuals or institutions. Geographic focus remains North America, consistent with its registration. No named portfolio companies, deals, or co-investors are publicly associated with Disciplined Money, LLC (per public record). Disciplined Money, LLC's team size and professional backgrounds are not publicly available. The firm maintains no widely known philanthropic foundation or adjacent operating company. No recent operational events — such as new partnerships or regulatory filings — have been reported in the past 24 months (per public record). The firm's structural differentiator is its RIA status itself: unlike a single-family office that manages capital for a single family, Disciplined Money, LLC's business model likely serves multiple unrelated clients, each under a separate agreement. This gives the firm a different regulatory and operational posture from a private family office.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
United States
Corporate office
United States
Sector focus
Frequently asked questions
What is Disciplined Money, LLC's regulatory status?
Disciplined Money, LLC is a registered investment advisor (RIA) under the Securities and Exchange Commission. This status requires the firm to act as a fiduciary for its clients, meaning it must put client interests ahead of its own. RIA registration involves periodic filings and compliance with SEC rules, including those under the Investment Advisers Act of 1940.
Who are Disciplined Money, LLC's typical clients?
As an RIA, Disciplined Money, LLC likely serves high-net-worth individuals, families, and possibly institutions. The firm's regulatory registration does not limit it to a single family, distinguishing it from a family office. Specific client demographics or minimum investment thresholds are not publicly disclosed.
How does Disciplined Money, LLC generate deal flow or investment opportunities?
As an RIA, Disciplined Money, LLC likely utilizes standard asset management channels: partnerships with custodians, third-party research from firms such as Morningstar or Bloomberg, and subscriptions to investment data platforms. It may also participate in private placements or co-investment opportunities if permitted under its disclosures. Specific sourcing methods are not publicly detailed.
Is Disciplined Money, LLC structured as a single-family office?
No — Disciplined Money, LLC is registered as an RIA, not a family office. A family office typically serves only one family, while an RIA can serve multiple clients. The firm's corporate name and regulatory filings are consistent with an RIA serving multiple unrelated clients, though no public filing confirms its exact client count.
What investment assets does Disciplined Money, LLC typically target?
While specific holdings are not publicly reported, as an RIA, Disciplined Money, LLC's likely portfolio includes publicly traded equities, fixed-income securities, mutual funds, and exchange-traded funds (ETFs). Alternative assets such as hedge funds or private equity may be included if the firm has the necessary expertise. No direct positions are known.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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