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DISCIPLINED INVESTORS, L.L.C.
CRD 114614 · SEC 801-67768
100 NORTH 6TH STREET, SUITE 500, WACO, TX, 76701, United States
Phone
254-265-7410
Fax
254-754-7940
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$941.6M
Discretionary AUM
$790.3M
Team
8 total employees; 8 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 312 | $102.7M |
| High net worth individuals | 168 | $478.6M |
| Pension/profit sharing plans | 48 | $336.3M |
States served
CA, CO, LA, OK, TX, FL
All web addresses on file
Official SEC filing: View on IAPD