Donald Davey
Disciplined Equity Management · Neptune Beach, Florida
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.
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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 |
| SEC registration | Investment adviser representative in FL, TX · CRD 3038288 |
| Exams passed | Series 65 (1998) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.demgt.com |
How Donald'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 Donald
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.
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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