# Disciplina Capital Management, LLC

> Disciplina Capital Management, LLC is an SEC-registered investment advisory firm in Nashville, TN, registered since 2019, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 167295
- Filed as: DISCIPLINA CAPITAL MANAGEMENT, LLC
- Also doing business as: DISCIPLINA GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Nashville, TN
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/167295
- AdvisorCensus page: https://advisorcensus.com/firm/disciplina-capital-management-llc-nashville-tn-167295

## Quick answers

**How is Disciplina Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Disciplina Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Disciplina Capital Management, LLC located?**
Disciplina Capital Management, LLC's principal office is in Nashville, TN, according to its Form ADV.

**Is Disciplina Capital Management, LLC registered with the SEC or a state?**
Disciplina Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 167295.

**How much does Disciplina Capital Management, LLC manage?**
Disciplina Capital Management, LLC reports $3,057,804,454 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (87% discretionary).

**How have Disciplina Capital Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Disciplina Capital Management, LLC: Regulatory assets under management: $516,231,565 in the October 2021 data and $3,057,804,454 in the October 2026 data, up 492%. Total employees: 7 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Disciplina Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: charitable organizations (21).

**Which custodians does Disciplina Capital Management, LLC use?**
Disciplina Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Principal Securities, Inc., UBS Securities LLC and US Bank as custodians holding 10% or more of its separately managed account assets.

**Does Disciplina Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/167295

**What changed in Disciplina Capital Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 7 to 6. Regulatory assets under management went from $2,377,934,667 to $3,057,804,454 (+29%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Principal Securities, Inc.
- UBS Securities LLC
- US Bank

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $3,057,804,454
- Discretionary: $2,656,107,582
- Non-discretionary: $401,696,872

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1,720,906 |
| High net worth individuals | Fewer than 5 | $22,027,080 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $113,675,636 |
| Charitable organizations | 21 | $2,700,573,570 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $219,807,262 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 11 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, LA, MA, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- disciplina.com
- LinkedIn @disciplina-group-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $516,231,565 | 7 | March 20, 2021 |
| October 2022 | $1,644,378,868 | 7 | March 1, 2022 |
| October 2023 | $1,846,668,842 | 9 | July 27, 2023 |
| October 2024 | $2,279,961,313 | 10 | March 20, 2024 |
| October 2025 | $2,377,934,667 | 12 | July 16, 2025 |
| October 2026 | $3,057,804,454 | 11 | March 18, 2026 |

Regulatory assets under management: $516,231,565 in the October 2021 data and $3,057,804,454 in the October 2026 data, up 492%.
Total employees: 7 in October 2021 and 11 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 7 to 6.
- Regulatory assets under management went from $2,377,934,667 to $3,057,804,454 (+29%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Disciplina Capital Management, LLC (CRD 167295): Form ADV filing data as of October 2026.