Disciplina Capital Management, LLC
Alpha Nasdaq OCIO Indices - ContributorNASHVILLE, TN
Form ADV and provider website profile · CRD 167295 · regulatory data as of Mar 18, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Disciplina Capital Management, LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$3.1BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
56Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$2.7BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$402MNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
$3.1BTotal Firm AUM
$2.7BDiscretionary AUM
$402MNon-discretionary AUM
56Total accounts
53Discretionary accounts
3Non-discretionary accounts
Client Mix by Firm AUM
$3.1BFirm AUM
Charities88.3%
Municipalities7.2%
Retirement Plans3.7%
High-Net-Worth0.7%
Individuals0.1%
Reported Client Types
Source: Form ADV client recordsCharities88.3%
21 clients$2.7B firm assets
Municipalities7.2%
0 clients$220M firm assets
Retirement Plans3.7%
0 clients$114M firm assets
High-Net-Worth0.7%
0 clients$22M firm assets
Individuals0.1%
0 clients$2M firm assets
Reported total21 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| Charities | $2.7B | 21 | 88.3% |
| Municipalities | $220M | 0 | 7.2% |
| Retirement Plans | $114M | 0 | 3.7% |
| High-Net-Worth | $22M | 0 | 0.7% |
| Individuals | $2M | 0 | 0.1% |
| Reported total | $3.1B | 21 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…