Disciplined Investments, LLC
● SEC registered since 2010CRD 129696SEC# 801-71011Tulsa, OK
Reg. AUM
$592.8M
Employees
10
Accounts
1,294
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 $592.8 million in regulatory assets under management and employs 10 people.
Disciplined Investments, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Austin Blair Bryan Control | Chief Operating Officer | Under 5% | 2026 |
| Barry Scott Logan Control | Chief Compliance Officer, Principal | Under 5% | 2025 |
| Hogantaylor LLP Control | Managing Member | Over 75% | 2010 |
| Mathew Reed Bacon Control | Chief Executive Officer | 10-25% | 2026 |
| Calvin Lynwood Rowland | Member Of The Board Of Directors | — | 2022 |
| Charles Todd Wisdom | Member Of The Board Of Directors | — | 2015 |
| Gary Don Cooper | Member Of The Board Of Directors | — | 2019 |
| James Aaron Keehn | Member Of The Board Of Directors | — | 2022 |
| Randell Brian Nail Control | Chief Executive Officer And Chairman | — | 2012 |
Frequently asked questions
How much does Disciplined Investments, LLC manage?
Disciplined Investments, LLC reports $592.8 million in regulatory assets under management on its Form ADV.
How many employees does Disciplined Investments, LLC have?
Disciplined Investments, LLC reports 10 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
| Address | 2222 S. Utica Place Suite 200, Tulsa, OK 74114-7000 |
| Phone | 918.388.2690 |
| Fax | 800.388.3793 |
| Office hours | 8:30 a.m. To 4:30 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$592.8M▲ 19%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,306 advisers
EmployeesTop 40%
More than 60% of 16,824 advisers
Assets under management
$592.8Mregulatory AUM
Discretionary $482.2MNon-discretionary $110.6M