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Donald V. Davey
DISCIPLINED EQUITY MANAGEMENT
Neptune Beach, FL 32266
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CRD#: 3038288
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Professional summary
Donald Vincent Davey, who also goes by Donald Davey, is a registered financial advisor currently at DISCIPLINED EQUITY MANAGEMENT, INC. located in Neptune Beach, Florida.
Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Donald has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Donald Davey
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
DON DAVEY IS ALSO OWNER OF THREE COMPANIES THAT OPERATE AND/OR DEVELOP FIREHOUSE SUB FRANCHISES IN AND AROUND ORLANDO, FL AND MADISON, WI. HE HAS NO DAY-TO-DAY RESPONSIBILITIES FOR RUNNING THE RESTAURANT LOCATIONS. HIS INVOLVMENT IS PRIMARILY MAKING HIGH-LEVEL BUSINESS MANAGEMENT DECISIONS THAT DO NOT MATERIALLY AFFECT THE AMOUNT OF TIME HE DEVOTES TO THE ADVISORY BUSINESS. HE ALSO OWNS A COMPANY THROUGH WHICH HE HOLDS PERSONAL REAL ESTATE INVESTMENTS. THESE BUSINESSES ARE NOT RELATED TO DISCIPLINED EQUITY MANAGEMENT OR THE ADVISORY SERVICES OFFERED TO CLIENTS. DEM CLIENTS ARE NOT SOLICITED TO INVEST IN ANY OF THESE OUTSIDE VENTURES.
CRS (Client Relationship Summary) - RIA
Click below to view Donald Vincent Davey's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 16, 2004 - Present
DISCIPLINED EQUITY MANAGEMENT, INC.
Office #1: 200 1st Street Suite 204, Neptune Beach, FL 32266Office #2: 200 First Street Suite 204, Neptune Beach, FL 32266RIA
CRD#: 129436
Neptune Beach, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DE
DISCIPLINED EQUITY MANAGEMENT, INC.
DISCIPLINED EQUITY MANAGEMENT, INC.
CRD#: 129436 / SEC#: 801-62624
RIA
Registered Investment Advisory firm - (1/2/2004 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(2/26/2004)
IAR
Texas(3/5/2008)
Current Firm
DE
DISCIPLINED EQUITY MANAGEMENT, INC.
DISCIPLINED EQUITY MANAGEMENT, INC.
CRD#: 129436 / SEC#: 801-62624
RIA
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Contact information
Main Address
200 1st Street Suite 204, Neptune Beach, FL 32266
Mailing Address
Phone number
(904) 222-0280
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 737 |
| AUM (Assets Under Management) | $ 389,678,684 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/30/2025 | ||
| 04/06/2024 | ||
| 10/27/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
DISCIPLINED EQUITY MANAGEMENT, INC.
CRD#: 129436Neptune Beach, FL 32266TRUST BUT VERIFY
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