Data / Investment advisers / Tennessee / Disciplina Capital Management, LLC
Disciplina Capital Management, LLC, Nashville, TN: $3.1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Disciplina Capital Management, LLC is an SEC registered investment adviser with its main office in Nashville, Tennessee and reports $3.1 billion in regulatory assets under management in its Form ADV filed October 12, 2026. Its clients include charitable organizations, state and municipal governments and pension and profit sharing plans. It is paid through a percentage of assets under management. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 167295
- SEC file number
- 801-115108
- SEC status
- Approved, effective April 29, 2019
- Main office
- 21 Platform Way South 14th Floor, Nashville, TN 37203
- Phone
- (615) 490-6003
- Regulatory AUM
- $3,057,804,454 in the Form ADV filed October 12, 2026
- Discretionary AUM
- $2,656,107,582
- Non discretionary AUM
- $401,696,872
- Accounts
- 56
- Employees
- 11, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Private funds
- 1: 1 hedge fund
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 12, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 21 | $2.70 billion |
| State or municipal government entities | Fewer than 5 | $219.8 million |
| Pension and profit sharing plans | Fewer than 5 | $113.7 million |
| High net worth individuals | Fewer than 5 | $22 million |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $3.06 billion | March 18, 2026 |
| December 1, 2025 | $2.38 billion | July 16, 2025 |
Other advisers in Nashville
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| &Partners | Nashville | $30.27 billion | Not listed | adviserinfo.sec.gov |
| Arcline Investment Management LP | Nashville | $26.46 billion | 15 | adviserinfo.sec.gov |
| Nephila Advisors LLC | Nashville | $12.88 billion | Not listed | adviserinfo.sec.gov |
| The Pacific Financial Group, Inc. | Nashville | $5.07 billion | Not listed | adviserinfo.sec.gov |
| Pacific Financial Group, LLC | Nashville | $4.69 billion | Not listed | adviserinfo.sec.gov |
| Barksdale Investment Management | Nashville | $3.01 billion | Not listed | adviserinfo.sec.gov |
| Capitalspring | Nashville | $2.80 billion | 13 | adviserinfo.sec.gov |
| Aj Capital Management LLC | Nashville | $2.64 billion | 41 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Nashville, TN
- Investment advisers in Tennessee
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving charitable organizations
- Advisers serving state and municipal governments
- Advisers that manage private funds
- Disciplina Capital Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.