Overview
Assets Under Management: $702 million
Headquarters: WACO, TX
High-Net-Worth Clients: 127
Average Client Assets: $3 million
Frequently Asked Questions
DISCIPLINED INVESTORS, L.L.C. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #114614), DISCIPLINED INVESTORS, L.L.C. is subject to fiduciary duty under federal law.
DISCIPLINED INVESTORS, L.L.C. is headquartered in WACO, TX.
DISCIPLINED INVESTORS, L.L.C. serves 127 high-net-worth clients according to their SEC filing dated June 18, 2025. View client details ↓
According to their SEC Form ADV, DISCIPLINED INVESTORS, L.L.C. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
DISCIPLINED INVESTORS, L.L.C. manages $702 million in client assets according to their SEC filing dated June 18, 2025.
According to their SEC Form ADV, DISCIPLINED INVESTORS, L.L.C. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 127
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.03
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,510
Discretionary Accounts: 1,483
Non-Discretionary Accounts: 27
Regulatory Filings
CRD Number: 114614
Filing ID: 1998822
Last Filing Date: 2025-06-18 15:49:00
Website: https://dinvestors.com