PPrivate Fund Data Log in Join · $37/mo

Disciplined Investments, LLC

● SEC registered since 2010CRD 129696SEC# 801-71011Tulsa, OK
Export (members)
Reg. AUM
$496.8M
Employees
11
Accounts
1,160
Location
Tulsa, OK

Disciplined Investments, LLC assets under management

Disciplined Investments, LLC is an SEC-registered investment adviser based in Tulsa, OK. The firm has been registered since 2010. It reports $496.8 million in regulatory assets under management and employs 11 people.
www.hogantaylorwealth.comView on SEC.gov ↗

Disciplined Investments, LLC owners & executives

9 reported
NameTitleOwnershipSince
Barry Scott Logan ControlChief Compliance OfficerUnder 5%2025
Charles Todd Wisdom ControlChief Executive OfficerUnder 5%2021
Hogantaylor LLP ControlManaging MemberOver 75%2010
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Disciplined Investments, LLC manage?

Disciplined Investments, LLC reports $496.8 million in regulatory assets under management on its Form ADV.

How many employees does Disciplined Investments, LLC have?

Disciplined Investments, LLC reports 11 employees.

Where is Disciplined Investments, LLC located?

Disciplined Investments, LLC is based in Tulsa, OK and has been SEC-registered since 2010.

Does Disciplined Investments, LLC disclose fund performance?

Disciplined Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2222 S. Utica Place Suite 200, Tulsa, OK 74114-7000
Phone918.388.2690
Fax800.388.3793
Office hours8:30 a.m. To 4:30 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$399.2M
Non-discretionary$97.6M
Total (RAUM)$496.8M