DISCIPLINED INVESTMENTS, LLC
Legal name: HOGANTAYLOR WEALTH
CRD #129696 SEC #801-71011 TULSA, OK 918.388.2690
SEC Registered
Total AUM
$496.8M
Discretionary
$399.2M
Employees
11
Clients
51
Accounts
1,160
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $496.8M | $399.2M | $97.6M | 11 | 0 |
| Jul 2025 | $496.8M | $399.2M | $97.6M | 11 | 0 |
| Apr 2025 | $496.8M | $399.2M | $97.6M | 11 | 0 |
| Mar 2025 | $496.8M | $399.2M | $97.6M | 11 | 0 |
| Apr 2024 | $434.4M | $341.9M | $92.4M | 10 | 0 |
| Mar 2024 | $434.4M | $341.9M | $92.4M | 10 | 0 |
| Dec 2023 | $546.8M | $453.6M | $93.2M | 9 | 16 |
| May 2023 | $546.8M | $453.6M | $93.2M | 9 | 16 |
| May 2023 | $546.8M | $453.6M | $93.2M | 9 | 16 |
| Mar 2023 | $546.8M | $453.6M | $93.2M | 9 | 16 |
| Mar 2022 | $563.2M | $462.4M | $100.8M | 9 | 15 |
| Aug 2021 | $478.6M | $372.6M | $106.1M | 8 | 15 |
| Jun 2021 | $478.6M | $372.6M | $106.1M | 8 | 15 |
| Jun 2021 | $478.6M | $372.6M | $106.1M | 8 | 15 |
| Mar 2021 | $478.6M | $372.6M | $106.1M | 8 | 15 |
| Jun 2020 | $354.3M | $276.4M | $77.9M | 8 | 15 |
| May 2020 | $354.3M | $276.4M | $77.9M | 8 | 15 |
| Mar 2020 | $354.3M | $276.4M | $77.9M | 8 | 15 |
| Sep 2019 | $348.7M | $259.7M | $89M | 7 | 30 |
| Jan 2019 | $348.7M | $259.7M | $89M | 7 | 30 |
| Jul 2018 | $314.4M | $224.6M | $89.8M | 6 | 25 |
| Mar 2018 | $314.4M | $224.6M | $89.8M | 6 | 25 |
| Apr 2017 | $258.2M | $178.1M | $80.1M | 6 | 100 |
| Feb 2017 | $258.2M | $178.1M | $80.1M | 5 | 100 |
| Jan 2016 | $210.5M | $121.1M | $89.3M | 4 | 100 |
| Mar 2015 | $199.5M | $132.9M | $66.6M | 3 | 26 |
| Feb 2014 | $159.5M | $91.5M | $68M | 3 | 26 |
| Sep 2013 | $135.3M | $76.3M | $59M | 3 | 26 |
| Mar 2013 | $135.3M | $76.3M | $59M | 3 | 26 |
| Mar 2013 | $135.3M | $76.3M | $59M | 3 | 26 |
| Feb 2012 | $111.8M | $45.9M | $65.9M | 1 | 26 |
| Jun 2011 | $67.1M | $8.8M | $58.3M | 5 | -- |
| Oct 2010 | $52.5M | $6.6M | $45.9M | 5 | -- |
DateJul 2025
Total AUM$496.8M
Discretionary$399.2M
Non-Disc.$97.6M
Employees11
Clients0
DateJul 2025
Total AUM$496.8M
Discretionary$399.2M
Non-Disc.$97.6M
Employees11
Clients0
DateApr 2025
Total AUM$496.8M
Discretionary$399.2M
Non-Disc.$97.6M
Employees11
Clients0
DateMar 2025
Total AUM$496.8M
Discretionary$399.2M
Non-Disc.$97.6M
Employees11
Clients0
DateApr 2024
Total AUM$434.4M
Discretionary$341.9M
Non-Disc.$92.4M
Employees10
Clients0
DateMar 2024
Total AUM$434.4M
Discretionary$341.9M
Non-Disc.$92.4M
Employees10
Clients0
DateDec 2023
Total AUM$546.8M
Discretionary$453.6M
Non-Disc.$93.2M
Employees9
Clients16
DateMay 2023
Total AUM$546.8M
Discretionary$453.6M
Non-Disc.$93.2M
Employees9
Clients16
DateMay 2023
Total AUM$546.8M
Discretionary$453.6M
Non-Disc.$93.2M
Employees9
Clients16
DateMar 2023
Total AUM$546.8M
Discretionary$453.6M
Non-Disc.$93.2M
Employees9
Clients16
DateMar 2022
Total AUM$563.2M
Discretionary$462.4M
Non-Disc.$100.8M
Employees9
Clients15
DateAug 2021
Total AUM$478.6M
Discretionary$372.6M
Non-Disc.$106.1M
Employees8
Clients15
DateJun 2021
Total AUM$478.6M
Discretionary$372.6M
Non-Disc.$106.1M
Employees8
Clients15
DateJun 2021
Total AUM$478.6M
Discretionary$372.6M
Non-Disc.$106.1M
Employees8
Clients15
DateMar 2021
Total AUM$478.6M
Discretionary$372.6M
Non-Disc.$106.1M
Employees8
Clients15
DateJun 2020
Total AUM$354.3M
Discretionary$276.4M
Non-Disc.$77.9M
Employees8
Clients15
DateMay 2020
Total AUM$354.3M
Discretionary$276.4M
Non-Disc.$77.9M
Employees8
Clients15
DateMar 2020
Total AUM$354.3M
Discretionary$276.4M
Non-Disc.$77.9M
Employees8
Clients15
DateSep 2019
Total AUM$348.7M
Discretionary$259.7M
Non-Disc.$89M
Employees7
Clients30
DateJan 2019
Total AUM$348.7M
Discretionary$259.7M
Non-Disc.$89M
Employees7
Clients30
DateJul 2018
Total AUM$314.4M
Discretionary$224.6M
Non-Disc.$89.8M
Employees6
Clients25
DateMar 2018
Total AUM$314.4M
Discretionary$224.6M
Non-Disc.$89.8M
Employees6
Clients25
DateApr 2017
Total AUM$258.2M
Discretionary$178.1M
Non-Disc.$80.1M
Employees6
Clients100
DateFeb 2017
Total AUM$258.2M
Discretionary$178.1M
Non-Disc.$80.1M
Employees5
Clients100
DateJan 2016
Total AUM$210.5M
Discretionary$121.1M
Non-Disc.$89.3M
Employees4
Clients100
DateMar 2015
Total AUM$199.5M
Discretionary$132.9M
Non-Disc.$66.6M
Employees3
Clients26
DateFeb 2014
Total AUM$159.5M
Discretionary$91.5M
Non-Disc.$68M
Employees3
Clients26
DateSep 2013
Total AUM$135.3M
Discretionary$76.3M
Non-Disc.$59M
Employees3
Clients26
DateMar 2013
Total AUM$135.3M
Discretionary$76.3M
Non-Disc.$59M
Employees3
Clients26
DateMar 2013
Total AUM$135.3M
Discretionary$76.3M
Non-Disc.$59M
Employees3
Clients26
DateFeb 2012
Total AUM$111.8M
Discretionary$45.9M
Non-Disc.$65.9M
Employees1
Clients26
DateJun 2011
Total AUM$67.1M
Discretionary$8.8M
Non-Disc.$58.3M
Employees5
Clients--
DateOct 2010
Total AUM$52.5M
Discretionary$6.6M
Non-Disc.$45.9M
Employees5
Clients--