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Director/chief Compliance Officer · Disciplined Equity Management, Inc.

Donald V. Davey

CRD 3038288 · Named on Form ADV at one SEC-registered adviser

At a glance

Disciplined Equity Management, Inc., an SEC-registered wealth manager based in Neptune Beach, FL with $521 million in regulatory assets, lists Donald V. Davey on its Form ADV as Director/chief Compliance Officer, a control person.

Firms and roles

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Donald’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Donald’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.