# Donald Davey

> Donald Davey is a fee-only financial advisor at Disciplined Equity Management in Neptune Beach, Florida. Disciplined Equity Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/donald-davey/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Disciplined Equity Management
- **Based in:** Neptune Beach, Florida
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $521.0M across 819 accounts
- **CRD:** 3038288 (https://adviserinfo.sec.gov/individual/summary/3038288)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 65 (1998)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.demgt.com

## Frequently asked questions

### Is Donald Davey a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Donald 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 Donald charge for financial advice?

Donald's firm, Disciplined Equity Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Donald Davey based?

Donald Davey is based in Neptune Beach, Florida.

### Is Donald Davey registered with the SEC?

Yes. Donald Davey is registered as an investment adviser representative in FL and TX (CRD 3038288), 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 Donald Davey?

Through Donald's website, www.demgt.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3038288): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.