Disciplined Investments

Company Profile

Disciplined Investments is an investment advisor in Tulsa with $546.79 mm assets under management.

Website

Incorporated

Location

Fiscal year end

SEC CIK

IRS number

465229388

SEC advisor number

801-71011

FINRA CRD number

129696

AUM ?

$546.79 mm (as of 12 May 23)

Accounts

1,109 (as of 12 May 23)

Employees

9 (6 investment advisory or research)

Address

Disciplined Investments
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

Owner	Title	From	%Ownership
Hogantaylor LLP	Managing Member	01/2010	> 75%
Bacon, Mathew, Reed	Chief Operating Officer and Chief Compliance Officer	05/2023	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