|
⚲
|
| Keyboard |
| Disciplined Investors LLC
✚
|
|
|---|---|
| CRD # | 114614 |
| SEC # | 801-67768 |
| CIK # | 0002056242 |
| AUM | 941.6 M (2026-03-23) |
| Employees | 8 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 254-265-7410 |
| Address | 100 North 6th Street Waco, TX 76701 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.8 | ||
| Wal Mart Stores Inc | 2.8 | ||
| SPDR Gold Trust | 2.8 | ||
| Huntington Bancshares Inc/MD | 2.7 | ||
| Amazon Com Inc | 2.6 | ||
| Caterpillar Inc | 2.5 | ||
| Comstock Resources Inc | 2.4 | ||
| Microsoft Corp | 2.2 | ||
| Goldman Sachs Group Inc | 2.2 | ||
| Costco Wholesale Corp /NEW | 2.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 312 | 102.7 |
| (b) Individuals (high net worth individuals) | 168 | 478.6 |
| (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 | 48 | 336.3 |
| (h) Charitable organizations | 0 | 1.0 |
| (i) State or municipal government entities | 0 | 23.0 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,632 | 941.6 |
| By Discretionary | ||
| Discretionary | 1,604 | 790.3 |
| Non-Discretionary | 28 | 151.3 |
| Total | 1,632 | 941.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 941.6 | |
| Total | 1,632 | 941.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002056242] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Destiny Wealth Partners LLC
✚
|
FL | 947.3 M |
|
Auxier Asset Management LLC
✚
|
OR | 946.1 M |
|
Lafayette Investments Inc
✚
|
MD | 942.8 M |
|
Ashford Advisors LLC
✚
|
NY | 942.7 M |
|
Hutchinson Capital Management
✚
|
CA | 941.7 M |
|
Fagan Associates Inc
✚
|
NY | 940.7 M |
|
Rudney Associates Inc
✚
|
CA | 940.2 M |
|
Roberts Glore & Co
✚
|
IL | 938.4 M |
|
Stonebrook Private LLC
✚
|
MI | 937.0 M |
|
Hartline Investment Corp
✚
|
IL | 935.5 M |