Brooke Holden
Disciplined Equity Management · Neptune Beach, Florida
Brooke Holden is a fee-only financial advisor at Disciplined Equity Management in Neptune Beach, Florida, who holds the CFP credential. Disciplined Equity Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Disciplined Equity Management |
|---|---|
| Based in | Neptune Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $521.0M across 819 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TX · CRD 7128795 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.demgt.com |
| Profile |
How Brooke's firm compares
- Disciplined Equity Management's average account is about $636,000, from its Form ADV (assets managed divided by 819 accounts).
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Questions about Brooke
Is Brooke Holden a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brooke holds no broker registration, and Disciplined Equity Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brooke charge for financial advice?
Brooke's firm, Disciplined Equity Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Brooke Holden based?
Brooke Holden is based in Neptune Beach, Florida.
What credentials does Brooke Holden hold?
Brooke Holden holds the CFP credential.
Is Brooke Holden registered with the SEC?
Yes. Brooke Holden is registered as an investment adviser representative in FL and TX (CRD 7128795), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Disciplined Equity Management manage?
Disciplined Equity Management reports $521.0M across 819 accounts in assets under management.
How do I contact Brooke Holden?
Through Brooke's website, www.demgt.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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