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Disciplined Equity Management Employee Directory

Financial ServicesAlabama, United States2-10 Employees

Disciplined Equity Management, Inc. (DEM) is a registered investment advisory firm that provides customized wealth management solutions for affluent investors. Based in Birmingham, Alabama, the firm operates within the financial services sector and focuses on delivering tailored strategies to its clients. DEM positions itself as a provider of discretionary guidance and asset management, aiming to align investment approaches with individual goals and risk tolerances.
Customers are typically high-net-worth individuals seeking personalized portfolio oversight. The company’s activities place it among other established asset managers in the industry, with a stated emphasis on customized management rather than standardized, one-size-fits-all solutions. A recent development involves DEM taking a new stake in a healthcare-related company, reflecting its ongoing activity in asset allocation decisions. The firm operates out of a small organizational footprint and appears to serve a regional client base from its Birmingham location.

Find Disciplined Equity Management employees' phone numbers or email addresses

Disciplined Equity Management Global Highlights

Location
Employees

North America
6

Minus sign iconPlus sign icon
  • United States Of America
    6

Disciplined Equity Management's Leadership

  • Stylized image of a person
    D. D.
    Owner
    Mobile Phone
  • Stylized image of a person
    B. R.
    Operations & Compliance Manager
    Mobile Phone
  • Stylized image of a person
    R. M. P. C.
    Portfolio Manager
    Mobile Phone
  • Stylized image of a person
    D. B.
    Client Services Manager
    Mobile Phone
  • Stylized image of a person
    L. B.
    Financial Planner
    Mobile Phone
  • Stylized image of a person
    S. A.
    Administrative Assistant
    Mobile Phone

Disciplined Equity Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other
  • Business

Contact profiles from Disciplined Equity Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    D. D.
    Owner
    Mobile Phone
    United StatesFlorida
    May 24, 2024
  • Stylized image of a person
    B. R.
    Operations & Compliance Manager
    Mobile Phone
    United StatesFlorida
    Jan 27, 2026
  • Stylized image of a person
    R. M. P. C.
    Portfolio Manager
    Mobile Phone
    United StatesGeorgia
    May 30, 2026
  • Stylized image of a person
    D. B.
    Client Services Manager
    Mobile Phone
    UNITED STATES
    Oct 22, 2024
  • Stylized image of a person
    L. B.
    Financial Planner
    Mobile Phone
    United StatesFlorida
    Jun 24, 2024
  • Stylized image of a person
    S. A.
    Administrative Assistant
    Mobile Phone
    United StatesFlorida
    Sep 11, 2024

Frequently Asked Questions

What is Disciplined Equity Management known for?

Minus sign iconPlus sign iconDisciplined Equity Management operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-904-222-****
. Explore Disciplined Equity Management's company overview page for more information.

What is Disciplined Equity Management's most common email format?

Minus sign iconPlus sign iconDisciplined Equity Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Disciplined Equity Management email formats with LeadIQ.

How many employees does Disciplined Equity Management have currently?

Minus sign iconPlus sign iconDisciplined Equity Management has approximately 4 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Disciplined Equity Management's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Disciplined Equity Management's key employees include:

  • Owner: D. D.
  • Operations & Compliance Manager: B. R.
  • Portfolio Manager: R. M. P. C.
  • Client Services Manager: D. B.
  • Financial Planner: L. B.

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