Disciplined Investors, L.L.C.
● SEC registered since 2007CRD 114614SEC# 801-67768Waco, TX
Reg. AUM
$941.6M
Employees
8
Accounts
1,632
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 $941.6 million in regulatory assets under management and employs 8 people.
Disciplined Investors, L.L.C. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Russell Clarke Livesay Control | Managing Member | 50-75% | 2010 |
| Todd David Stoner Control | Managing Member And Chief Compliance Officer | 50-75% | 1998 |
Frequently asked questions
How much does Disciplined Investors, L.L.C. manage?
Disciplined Investors, L.L.C. reports $941.6 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
| Address | 100 North 6th Street, Suite 500, Waco, TX 76701 |
| Phone | 254-265-7410 |
| Fax | 254-754-7940 |
| Office hours | 8:30 - 5:30 |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$941.6M▲ 34%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$941.6Mregulatory AUM
Discretionary $790.3MNon-discretionary $151.3M