Asset manager · Nashville, TN
Disciplina Capital Management, LLC
SEC-registered investment adviser · CRD 167295 · SEC 801-115108
At a glance
Disciplina Capital Management, LLC is an SEC-registered investment adviser based in Nashville, Tennessee, with $3.1 billion in regulatory assets under management as of its Form ADV filed March 18, 2026. Its largest client group by assets is charitable organizations. By Form ADV it is a asset manager, ranked 871st of 3,218 asset managers and 2,789th of 17,210 SEC-registered advisers by assets.
Main office 615-490-6003disciplina.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $3.1B
- Rank among asset managers
- #871 of 3,218
- Rank among all SEC RIAs
- #2,789 of 17,210
- Rank in Tennessee
- #16 of 227
- Clients
- 21
- Accounts
- 56
- Discretionary
- 87% of AUM
- Employees
- 11
- Advisory staff
- 6
- Offices
- 3
Owners and executives on its Form ADV
- Matthew W WrightPresident / Chief Investment Officer
- Michael KirwanChief Compliance Officer, Director of Investment Operations
- Brant W. SmithManaging Director, Partner
- Alena J. ThangarajManaging Director, Partner
- Brian D. ArsenaultManaging Director, Partner
- Jimmie D. WilliamsManaging Director
Custody and brokerage
3 custodians
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Charitable organizations | 21 | $2.7B | 88% |
| State or municipal government entities | – | $220M | 7% |
| Pension and profit sharing plans | – | $114M | 4% |
| High-net-worth individuals | – | $22M | <1% |
| Individuals | – | $2M | <1% |
Disciplinary disclosures
Disciplina Capital Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗disciplina.com ↗
AtlasMembers
The full record on Disciplina Capital Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 6 years of filings
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- Growth over one, three and five years
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- Rank against 805 peers of its type and size
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- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Disciplina Capital Management, LLC manage?
Disciplina Capital Management, LLC reports $3.1 billion in regulatory assets under management across 56 accounts, 87% of it on a discretionary basis, on its Form ADV filed March 18, 2026.
What kind of firm is Disciplina Capital Management, LLC?
Disciplina Capital Management, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Disciplina Capital Management, LLC’s clients?
By assets, its largest client types are charitable organizations ($2.7 billion, 21 clients); state or municipal government entities ($220 million); pension and profit sharing plans ($114 million).
Does Disciplina Capital Management, LLC have any disciplinary history?
Disciplina Capital Management, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Disciplina Capital Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-18), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →