Disciplined Investments is an investment advisor in Tulsa with $563.23 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
465229388
SEC advisor number
801-71011
FINRA CRD number
129696
AUM ?
$563.23 mm
(as of 28 Mar 22)
Accounts
983
(as of 28 Mar 22)
Employees
9
(6 investment advisory or research)
Address
Disciplined Investments
2222 SOUTH UTICA PLACE
SUITE 200
TULSA
OK 74114
2222 SOUTH UTICA PLACE
SUITE 200
TULSA
OK 74114
Office hours
Monday - Friday, 8:30 AM TO 4:30 PM
Phone
918-388-2690
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Hogantaylor LLP | Managing Member | 01/2010 | 50-75% |
Leavitt, Adam, James | Chief Operating Officer & Chief Compliance Officer | 01/2014 | 10-25% |
Bacon, Mathew, Reed | Chief Financial Officer | 06/2011 | 10-25% |
Nail, Randell, Brian | Chief Executive Officer and Chairman | 01/2012 | |
Wisdom, Charles, Todd | Member of the Board of Directors | 07/2015 | |
Cooper, Gary, Don | Member of the Board of Directors | 01/2019 | |
Wisdom, Charles, Todd | Chief Executive Officer | 03/2021 | < 5% |
Rowland, Calvin, Lynwood | Member of the Board of Directors | 03/2022 | |
Keehn, James, Aaron | Member of the Board of Directors | 03/2022 |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
12 Jan 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Jul 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
1 Feb 23
13F-HR
Quarterly holdings report by institutional manager
3 Nov 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22
13F-HR
Quarterly holdings report by institutional manager
22 Apr 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
22 Apr 22