Investment adviser · CRD 129696
HOGANTAYLOR WEALTH
Investment adviser filing (IA)
DISCIPLINED INVESTMENTS, LLC
TULSA, OK, United States · Form ADV filed Apr 14, 2026
- Regulatory AUM
- $593M Form ADV · Item 5.F
- Client accounts
- 1,294 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 164 | $485,064,754 | 81.8% |
| Individuals | 215 | $95,073,600 | 16.0% |
| Retirement plans | 6 | $9,314,453 | 1.6% |
| Charities | Fewer than 5 | $3,280,401 | 0.6% |
| Corporations & businesses | Fewer than 5 | $62,391 | 0.0% |
Filing source
Form ADV 2091915 · Apr 14, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 14, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2222 S. UTICA PLACE SUITE 200TULSA, OK, 74114-7000, United States
CRD 129696
Filing source
Form ADV 2091915 · Apr 14, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.