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HOGANTAYLOR WEALTH
DISCIPLINED INVESTMENTS, LLC
CRD 129696 · SEC 801-71011
2222 S. UTICA PLACE SUITE 200, TULSA, OK, 74114-7000, United States
Phone
918.388.2690
Fax
800.388.3793
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$592.8M
Discretionary AUM
$482.2M
Team
10 total employees; 6 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 215 | $95.1M |
| High net worth individuals | 164 | $485.1M |
| Pension/profit sharing plans | 6 | $9.3M |
States served
AR, CA, LA, OK, TN, MO, TX, NH
All web addresses on file
Official SEC filing: View on IAPD