Disciplined Investments, LLC is a large advisory firm based in Tulsa. It manages $348.67 million of regulatory assets for 651 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Arkansas, Oklahoma, and Texas.
Disciplined Investments provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Disciplined Investments, LLC is $348.67 million. The firm's AUM has grown by 939% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Disciplined Investments, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and corporations or other businesses. The largest group of clients of Disciplined Investments is high net worth individuals with 58 clients and $280.61 million of assets under management. Among the 9 most similar advisory firms, Disciplined Investments has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $348.67 million for 180 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Disciplined Investments doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 57 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Gary Don Cooper joined the executive team most recently as the Member Of The Board Of Directors.
The principal office where Disciplined Investments, LLC performs its advisory services is located at 2222 S. Utica Place Suite 200, Tulsa, OK 74114 7000, which is also the mailing address of the firm. An additional office of the firm is in Oklahoma City, OK. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 918.388.2690 or by fax 800.388.3793. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at ht-di.com.