AdvisorOS Directory
Claim Profile
AL

Adam James Leavitt

DISCIPLINED INVESTMENTS, LLC·TULSA, Oklahoma
Unclaimed Profile
2222 S. UTICA PLACE SUITE 200, TULSA, OK 74114-7000CRD# 4723014Firm CRD# 129696
01

About

Adam James Leavitt is a registered financial advisor based in TULSA, Oklahoma, affiliated with DISCIPLINED INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
DISCIPLINED INVESTMENTS, LLC
HOGANTAYLOR WEALTH
AUM
$434M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at DISCIPLINED INVESTMENTS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4723014
Firm CRD# 129696
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in TULSA?

Browse all registered financial advisors in TULSA, Oklahoma or claim this profile if it's yours.

Browse TULSA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Adam James Leavitt offer?
Adam James Leavitt specializes in Financial Planning, Investment Management. Contact their office in TULSA, Oklahoma for a consultation.
What are Adam James Leavitt's credentials?
Adam James Leavitt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam James Leavitt located?
Adam James Leavitt is based in TULSA, Oklahoma, working with DISCIPLINED INVESTMENTS, LLC. Their office serves clients in the TULSA metropolitan area and surrounding communities.
How does Adam James Leavitt charge for services?
Adam James Leavitt's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DISCIPLINED INVESTMENTS, LLC?
DISCIPLINED INVESTMENTS, LLC has approximately 10 employees and manages $434M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in TULSA
Melissa J Young — DISCIPLINED INVESTMENTS, LLCRichard Alan Wright — DISCIPLINED INVESTMENTS, LLCJack Dee Murray — DISCIPLINED INVESTMENTS, LLCRandell Brian Nail — DISCIPLINED INVESTMENTS, LLCMathew Reed Bacon — DISCIPLINED INVESTMENTS, LLC
Nearby cities in Oklahoma
OKLAHOMA CITY (232)BARTLESVILLE (28)EDMOND (25)DURANT (6)ARDMORE (5)
City Guides
OKLAHOMA CITY GuideBARTLESVILLE GuideEDMOND GuideDURANT GuideARDMORE Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile