Disciplined Money, LLC

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.

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.

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.

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.

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.