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| Keyboard |
| Disciplined Investments LLC
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|---|---|
| CRD # | 129696 |
| SEC # | 801-71011 |
| CIK # | 0001812492 |
| AUM | 592.8 M (2026-04-14) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 918-388-2690 |
| Address | 2222 S Utica Place Suite 200 Tulsa, OK 74114-7000 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Hunt J B Transport Services Inc | 7.9 | ||
| Phillips 66 | 7.8 | ||
| Conocophillips | 4.2 | ||
| Wal Mart Stores Inc | 3.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 215 | 95.1 |
| (b) Individuals (high net worth individuals) | 164 | 485.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 9.3 |
| (h) Charitable organizations | 0 | 3.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,294 | 592.8 |
| By Discretionary | ||
| Discretionary | 1,163 | 482.2 |
| Non-Discretionary | 131 | 110.6 |
| Total | 1,294 | 592.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 592.8 | |
| Total | 1,294 | 592.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001812492] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Affinity Investment Group LLC
✚
|
NH | 595.1 M |
|
Innovative Financial Solutions NJ LLC
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|
NJ | 594.9 M |
|
Capital Resource Management Inc
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|
IL | 593.2 M |
|
Delta Financial Advisors LLC
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LA | 592.3 M |
|
Gerber LLC
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|
Wealth Preservation Advisors LLC
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TN | 591.6 M |
|
Hoxton Planning & Management LLC
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WV | 591.5 M |
|
Poehling Capital Management Inc
✚
|
WI | 591.3 M |
|
Accredited Investor Services LLC
✚
|
MN | 591.0 M |
|
The Legacy Financial Group Inc
✚
|
OK | 590.7 M |