Discipline Wealth Solutions, LLC
Discipline Wealth Solutions, Inc. is an SEC-registered investment adviser founded in August 2021 and based in Greenville, South Carolina. The firm is wholly owned by James Bryan Keith Ballentine and provides investment advisory and consulting services nationwide. Their services include tailored portfolio management, asset allocation, investment strategies, risk assessment, and consulting for individual client investment objectives. DWS serves individuals, families, and other types of U.S. investors, and is managed under the supervision of its Chief Compliance Officer, Anthony Colancecco, Jr.
Investment Strategy
Discipline Wealth Solutions provides individualized investment advisory services. They assess client investment objectives and develop tailored asset allocation strategies using a mix of cash, stocks, mutual funds, bonds, and annuities. The firm offers both discretionary and non-discretionary management, incorporating written investment strategies and allowing clients to impose specific restrictions on asset types or sectors. Additional consulting services involve risk assessment, financial planning, and ongoing portfolio review. Their philosophy is to align client portfolios with specific risk tolerance and financial objectives, emphasizing transparency and client-specific solutions.
Top Holdings
Equity Positions (152)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BIV | VANGUARD BD INDEX FDS | 11.53% | $43.7M | 559,883 | $76.03 | $78.09 | +$1.8M |
D DFAC | DIMENSIONAL ETF TRUST | 11.42% | $43.3M | 1,122,928 | $32.24 | $38.57 | +$9.0M |
B BNDX | VANGUARD CHARLOTTE FDS | 6.03% | $22.9M | 462,494 | $49.33 | $49.46 | +$1.0M |
V VEA | VANGUARD TAX-MANAGED FDS | 4.96% | $18.8M | 314,212 | $49.79 | $59.92 | +$2.0M |
I IGSB | ISHARES TR | 3.97% | $15.1M | 284,150 | $51.57 | $53.03 | +$565.4K |