RIA Intel›Advisers›Oklahoma›DISCIPLINED INVESTMENTS, LLC

DISCIPLINED INVESTMENTS, LLC

Advisory

N·TULSA, OK

Data as of Mar 18, 2026 · Source: SEC Form ADV

Total AUM

$593M

1-Year AUM Growth

-20.6%

3-Year CAGR

-3.3%

Employees

6

Assets Under Management

Total AUM$593M

Discretionary AUM$482M

Non-Discretionary AUM$111M

Discretionary %81.3%

Total Clients361

Team

Total Employees6

Investment Advisers10

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record32

First FilingJan 12, 2010

Latest FilingMar 18, 2026

🔒 Full AUM trend chart and 32 historical filings spanning 16+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on DISCIPLINED INVESTMENTS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.