RIA Intel›Advisers›DISCIPLINED PORTFOLIO SOLUTIONS LLC

DISCIPLINED PORTFOLIO SOLUTIONS LLC

Advisory

N·

Data as of Feb 10, 2026 · Source: SEC Form ADV

Total AUM
$231M
1-Year AUM Growth
+17.3%
3-Year CAGR
+6.3%
Employees
1
Assets Under Management
Total AUM$231M
Discretionary AUM$32M
Non-Discretionary AUM$199M
Discretionary %13.8%
Total Clients56
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record22
First FilingFeb 29, 2012
Latest FilingFeb 10, 2026
🔒 Full AUM trend chart and 22 historical filings spanning 14+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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