DISCIPLINED INVESTORS, L.L.C.
CRD #114614 SEC #801-67768 WACO, TX 254-265-7410
SEC Registered
Total AUM
$702.5M
Discretionary
$586.7M
Employees
8
Clients
10
Accounts
1,510
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $702.5M | $586.7M | $115.8M | 8 | 0 |
| May 2025 | $702.5M | $586.7M | $115.8M | 8 | 0 |
| Mar 2025 | $702.5M | $586.7M | $115.8M | 8 | 0 |
| Mar 2024 | $577.3M | $399M | $178.4M | 7 | 0 |
| Mar 2023 | $458.4M | $306.7M | $151.7M | 6 | 2 |
| Mar 2022 | $495M | $329.6M | $165.4M | 5 | 4 |
| Apr 2021 | $374.5M | $245M | $129.6M | 5 | 5 |
| Mar 2021 | $374.5M | $245M | $129.6M | 5 | 5 |
| Jun 2020 | $328.1M | $214.3M | $113.8M | 5 | 6 |
| Mar 2020 | $328.1M | $214.3M | $113.8M | 5 | 6 |
| Mar 2019 | $252.9M | $163.4M | $89.5M | 5 | 4 |
| Apr 2018 | $244.1M | $159.6M | $84.5M | 5 | 4 |
| Mar 2018 | $244.1M | $159.6M | $84.5M | 5 | 4 |
| Mar 2018 | $244.1M | $159.6M | $84.5M | 5 | 4 |
| Jun 2017 | $179.4M | $139.9M | $39.5M | 4 | 200 |
| Mar 2017 | $179.4M | $139.9M | $39.5M | 4 | 200 |
| Mar 2016 | $142.8M | $123.7M | $19.1M | 3 | 200 |
| May 2015 | $135.4M | $115.9M | $19.5M | 2 | 200 |
| Mar 2015 | $135.4M | $115.9M | $19.5M | 2 | 200 |
| May 2014 | $116.4M | $100.7M | $15.7M | 2 | 200 |
| Mar 2014 | $116.4M | $100.7M | $15.7M | 2 | 200 |
| Mar 2013 | $101.4M | $88.3M | $13.1M | 2 | 200 |
| Mar 2012 | $105.2M | $95.2M | $10M | 1 | 200 |
| Mar 2008 | $39.4M | $39.4M | $8K | 5 | -- |
| Apr 2007 | $32M | $30.5M | $1.5M | 5 | -- |
| Mar 2007 | $32M | $30.5M | $1.5M | 5 | -- |
DateJun 2025
Total AUM$702.5M
Discretionary$586.7M
Non-Disc.$115.8M
Employees8
Clients0
DateMay 2025
Total AUM$702.5M
Discretionary$586.7M
Non-Disc.$115.8M
Employees8
Clients0
DateMar 2025
Total AUM$702.5M
Discretionary$586.7M
Non-Disc.$115.8M
Employees8
Clients0
DateMar 2024
Total AUM$577.3M
Discretionary$399M
Non-Disc.$178.4M
Employees7
Clients0
DateMar 2023
Total AUM$458.4M
Discretionary$306.7M
Non-Disc.$151.7M
Employees6
Clients2
DateMar 2022
Total AUM$495M
Discretionary$329.6M
Non-Disc.$165.4M
Employees5
Clients4
DateApr 2021
Total AUM$374.5M
Discretionary$245M
Non-Disc.$129.6M
Employees5
Clients5
DateMar 2021
Total AUM$374.5M
Discretionary$245M
Non-Disc.$129.6M
Employees5
Clients5
DateJun 2020
Total AUM$328.1M
Discretionary$214.3M
Non-Disc.$113.8M
Employees5
Clients6
DateMar 2020
Total AUM$328.1M
Discretionary$214.3M
Non-Disc.$113.8M
Employees5
Clients6
DateMar 2019
Total AUM$252.9M
Discretionary$163.4M
Non-Disc.$89.5M
Employees5
Clients4
DateApr 2018
Total AUM$244.1M
Discretionary$159.6M
Non-Disc.$84.5M
Employees5
Clients4
DateMar 2018
Total AUM$244.1M
Discretionary$159.6M
Non-Disc.$84.5M
Employees5
Clients4
DateMar 2018
Total AUM$244.1M
Discretionary$159.6M
Non-Disc.$84.5M
Employees5
Clients4
DateJun 2017
Total AUM$179.4M
Discretionary$139.9M
Non-Disc.$39.5M
Employees4
Clients200
DateMar 2017
Total AUM$179.4M
Discretionary$139.9M
Non-Disc.$39.5M
Employees4
Clients200
DateMar 2016
Total AUM$142.8M
Discretionary$123.7M
Non-Disc.$19.1M
Employees3
Clients200
DateMay 2015
Total AUM$135.4M
Discretionary$115.9M
Non-Disc.$19.5M
Employees2
Clients200
DateMar 2015
Total AUM$135.4M
Discretionary$115.9M
Non-Disc.$19.5M
Employees2
Clients200
DateMay 2014
Total AUM$116.4M
Discretionary$100.7M
Non-Disc.$15.7M
Employees2
Clients200
DateMar 2014
Total AUM$116.4M
Discretionary$100.7M
Non-Disc.$15.7M
Employees2
Clients200
DateMar 2013
Total AUM$101.4M
Discretionary$88.3M
Non-Disc.$13.1M
Employees2
Clients200
DateMar 2012
Total AUM$105.2M
Discretionary$95.2M
Non-Disc.$10M
Employees1
Clients200
DateMar 2008
Total AUM$39.4M
Discretionary$39.4M
Non-Disc.$8K
Employees5
Clients--
DateApr 2007
Total AUM$32M
Discretionary$30.5M
Non-Disc.$1.5M
Employees5
Clients--
DateMar 2007
Total AUM$32M
Discretionary$30.5M
Non-Disc.$1.5M
Employees5
Clients--