{
  "crd_number": 315846,
  "slug": "discipline-wealth-solutions-inc-greenville-sc-315846",
  "primary_business_name": "DISCIPLINE WEALTH SOLUTIONS, INC.",
  "legal_name": "DISCIPLINE WEALTH SOLUTIONS, INC.",
  "dbas": [
    "AR 21 INVESTMENT ADVISORY SERVICE",
    "BYRD ASSET MANAGEMENT, LLC",
    "CUCHETTI FINANCIAL PARTNERS LLC",
    "FIGTREE FINANCIAL SERVICES, LLC",
    "FINANCIAL WINGS, LLC",
    "FOREVER YOUNG FINANCIAL",
    "JOSYLN FINANCIAL SERIVICES",
    "LEFT SEAT ADVISORS",
    "PETRY FINANCIAL SERVICES",
    "THE STAHLNECKER GROUP LLC",
    "V8 WEALTH",
    "WISER FINANCIAL COACHING, LLC"
  ],
  "city": "Greenville",
  "state": "SC",
  "country": "United States",
  "cbsa_code": "24860",
  "metro": {
    "cbsa_code": "24860",
    "common_name": "Greenville",
    "msa_name": "Greenville-Anderson-Greer, SC",
    "path": "/advisors/sc/greenville"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-08-10",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-09-10",
  "carried_forward": false,
  "raum_total": 746683310.0,
  "raum_discretionary": 741515694.0,
  "raum_non_discretionary": 5167616.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 18,
  "advisory_employees": 18,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": null
    },
    "charitable": {
      "raum": 61663.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 287371398.0,
      "count": 1673
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": null
    },
    "state_municipal": {
      "raum": 0.0,
      "count": null
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": null
    },
    "investment_companies": {
      "raum": 0.0,
      "count": null
    },
    "pension_profit_sharing": {
      "raum": 33500606.0,
      "count": 27
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": null
    },
    "high_net_worth_individuals": {
      "raum": 425749643.0,
      "count": 246
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": null
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": null
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": null
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "SC",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI"
  ],
  "websites": [
    "https://disciplinewealth.com",
    "https://facebook.com/DISCIPLINEWEALTH",
    "https://lindedin.com/COMPANY/DISCIPLINE-WEALTH-SOLUTIONS",
    "https://stahlneckergroup.com",
    "https://v8investmentadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/315846",
  "city_as_filed": "GREENVILLE",
  "url": "https://advisorcensus.com/firm/discipline-wealth-solutions-inc-greenville-sc-315846",
  "display_name": "Discipline Wealth Solutions, Inc.",
  "summary": "Discipline Wealth Solutions, Inc. is an SEC-registered investment advisory firm in Greenville, SC, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 10, 2026.",
  "citation": "AdvisorCensus. Discipline Wealth Solutions, Inc. (CRD 315846): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Discipline Wealth Solutions, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Discipline Wealth Solutions, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Discipline Wealth Solutions, Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated August 4, 2026 states: Flat fee: up to $30,000 (comprehensive financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Discipline Wealth Solutions, Inc. located?",
      "a": "Discipline Wealth Solutions, Inc.'s principal office is in Greenville, SC, according to its Form ADV; the October 2026 filing also lists 9 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Discipline Wealth Solutions, Inc. registered with the SEC or a state?",
      "a": "Discipline Wealth Solutions, Inc. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 315846."
    },
    {
      "q": "How much does Discipline Wealth Solutions, Inc. manage?",
      "a": "Discipline Wealth Solutions, Inc. reports $746,683,310 in regulatory assets under management in its Form ADV filing dated September 10, 2026 (99% discretionary)."
    },
    {
      "q": "How have Discipline Wealth Solutions, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Discipline Wealth Solutions, Inc.: Regulatory assets under management: $0 in the October 2021 data and $746,683,310 in the October 2026 data. Total employees: 2 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Discipline Wealth Solutions, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,673); high net worth individuals (246); pension and profit sharing plans (but not the plan participants or government pension plans) (27)."
    },
    {
      "q": "Which custodians does Discipline Wealth Solutions, Inc. use?",
      "a": "Discipline Wealth Solutions, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Discipline Wealth Solutions, Inc. report any disciplinary disclosures?",
      "a": "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/315846"
    },
    {
      "q": "Does Discipline Wealth Solutions, Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated August 4, 2026 says: \"There is no minimum account size to open and maintain an advisory account.\""
    },
    {
      "q": "What changed in Discipline Wealth Solutions, Inc.'s recent Form ADV filings?",
      "a": "In the October 2026 filing data: Added the business name Left Seat Advisors."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 2,
      "filing_date": "2021-07-09"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 2,
      "filing_date": "2022-03-07"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 2,
      "filing_date": "2023-08-17"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 93030940.0,
      "total_employees": 8,
      "filing_date": "2024-09-06"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 316318696.0,
      "total_employees": 14,
      "filing_date": "2025-05-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 746683310.0,
      "total_employees": 18,
      "filing_date": "2026-09-10"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Added the business name Left Seat Advisors."
      ]
    },
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Changed its office addresses in Port Lucie, FL."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Registered or notice-filed in AR, KS, MT."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $316,318,696 to $746,683,310 (+136%).",
        "Employees performing advisory functions went from 15 to 18.",
        "Changed its office addresses in Troy, MI.",
        "Registered or notice-filed in AK, AL, CO, KY, ME, MS, NE, NH, NV, OK, OR, UT, VT."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Registered or notice-filed in TN."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 14 to 15.",
        "Registered or notice-filed in CT, DC, IN, MD, WA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 4, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: up to $30,000 (comprehensive financial planning services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no minimum account size to open and maintain an advisory account."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: up to $30,000 (comprehensive financial planning services)"
        ],
        "quotes": [
          "DWS will charge a fixed fee for comprehensive financial planning services of up to $30,000 per plan based on the complexity of the case"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": null,
          "max": 30000.0,
          "period": "one_time",
          "service": "comprehensive financial planning services"
        }
      ]
    },
    "quotes": [
      "There is no minimum account size to open and maintain an advisory account.",
      "DWS will charge a fixed fee for comprehensive financial planning services of up to $30,000 per plan based on the complexity of the case"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab",
      "name_as_filed": "CHARLES SCHWAB",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/discipline-wealth-solutions-inc-greenville-sc-315846.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1673,
      "fewer_than_5": false,
      "raum": 287371398.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 246,
      "fewer_than_5": false,
      "raum": 425749643.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 27,
      "fewer_than_5": false,
      "raum": 33500606.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 61663.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/315846",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}