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Disciplined Investors, L.L.C.

● SEC registered since 2007CRD 114614SEC# 801-67768Waco, TX
Export (members)
Reg. AUM
$702.5M
Employees
8
Accounts
1,510
Location
Waco, TX

Disciplined Investors, L.L.C. assets under management

Disciplined Investors, L.L.C. operates as an SEC-registered investment adviser based in Waco, TX. The firm has been registered since 2007. It reports $702.5 million in regulatory assets under management and employs 8 people.

Disciplined Investors, L.L.C. owners & executives

2 reported
NameTitleOwnershipSince
Russell Clarke Livesay ControlManaging Member50-75%2010
Todd David Stoner ControlManaging Member And Chief Compliance Officer50-75%1998

Frequently asked questions

How much does Disciplined Investors, L.L.C. manage?

Disciplined Investors, L.L.C. reports $702.5 million in regulatory assets under management on its Form ADV.

How many employees does Disciplined Investors, L.L.C. have?

Disciplined Investors, L.L.C. reports 8 employees.

Where is Disciplined Investors, L.L.C. located?

Disciplined Investors, L.L.C. is based in Waco, TX and has been SEC-registered since 2007.

Does Disciplined Investors, L.L.C. disclose fund performance?

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

Contact & registration

Address100 North 6th Street, Suite 500, Waco, TX 76701
Phone254-265-7410
Fax254-754-7940
Office hours8:30 - 5:30
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$586.7M
Non-discretionary$115.8M
Total (RAUM)$702.5M