DISCIPLINED INVESTMENTS, LLC

HOGANTAYLOR WEALTH
TULSA, Oklahoma·4 registered advisors·CRD# 129696
SEC# 801-710112918.388.2690
01

Firm Overview

AUM
$434M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at DISCIPLINED INVESTMENTS, LLC

4 registered advisors
Adam James Leavitt
TULSA, Oklahoma
James Patrick Milligan
TULSA, Oklahoma
Jon Anthony Otto
TULSA, Oklahoma
Mathew Reed Bacon
TULSA, Oklahoma
05

Office Locations

TULSA, Oklahoma
4 advisors

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Data sourced from SEC Form ADV filings. DISCIPLINED INVESTMENTS, LLC (CRD# 129696) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.