RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Oklahoma
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jul 22, 2025
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BACON, MATHEW, REEDICHIEF FINANCIAL OFFICERNA
BACON, MATHEW, REEDICHIEF FINANCIAL OFFICERNA
BACON, MATHEW, REEDICHIEF FINANCIAL OFFICERNA
BACON, MATHEW, REEDICHIEF FINANCIAL OFFICERNA
BACON, MATHEW, REEDICHIEF FINANCIAL OFFICERNA
LEAVITT, ADAM, JAMESICHIEF COMPLIANCE OFFICERNA
LEAVITT, ADAM, JAMESICHIEF COMPLIANCE OFFICERNA
LEAVITT, ADAM, JAMESICHIEF COMPLIANCE OFFICERNA
LEAVITT, ADAM, JAMESICHIEF COMPLIANCE OFFICERNA
LEAVITT, ADAM, JAMESICHIEF COMPLIANCE OFFICERNA
LEAVITT, ADAM, JAMESICHIEF COMPLIANCE OFFICERNA
LOGAN, BARRY, SCOTTICHIEF COMPLIANCE OFFICERNA Control
LOGAN, BARRY, SCOTTICHIEF COMPLIANCE OFFICERNA Control
LOGAN, BARRY, SCOTTICHIEF COMPLIANCE OFFICERNA Control
LOGAN, BARRY, SCOTTICHIEF COMPLIANCE OFFICERNA Control
MILLIGAN, JAMES, PATRICKICHIEF EXECUTIVE OFFICERNA Control
MILLIGAN, JAMES, PATRICKICHIEF EXECUTIVE OFFICERNA Control
MILLIGAN, JAMES, PATRICKICHIEF EXECUTIVE OFFICERNA Control
MILLIGAN, JAMES, PATRICKICHIEF EXECUTIVE OFFICERNA Control
MILLIGAN, JAMES, PATRICKICHIEF EXECUTIVE OFFICERNA Control
MILLIGAN, JAMES, PATRICKICHIEF EXECUTIVE OFFICERNA Control
MOORE, MICHAEL, ROBERTICHIEF FINANCIAL OFFICERNA Control
OTTO, JON, ANTHONYISECRETARYNA Control
OTTO, JON, ANTHONYISECRETARYNA Control
OTTO, JON, ANTHONYISECRETARYNA Control
OTTO, JON, ANTHONYISECRETARYNA Control
OTTO, JON, ANTHONYISECRETARYNA Control
OTTO, JON, ANTHONYISECRETARYNA Control
OTTO, JON, ANTHONYISECRETARYNA Control
OTTO, JON, ANTHONYISECRETARYNA Control
OTTO, JON, ANTHONYISECRETARYNA Control
OTTO, JON, ANTHONYISECRETARYNA Control
OTTO, JON, ANTHONYISECRETARYNA Control
WISDOM, CHARLES, TODDICHIEF EXECUTIVE OFFICERNA Control
WISDOM, CHARLES, TODDICHIEF EXECUTIVE OFFICERNA Control
WISDOM, CHARLES, TODDICHIEF EXECUTIVE OFFICERNA Control
WISDOM, CHARLES, TODDICHIEF EXECUTIVE OFFICERNA Control
WISDOM, CHARLES, TODDICHIEF EXECUTIVE OFFICERNA Control
WISDOM, CHARLES, TODDICHIEF EXECUTIVE OFFICERNA Control
WISDOM, CHARLES, TODDICHIEF EXECUTIVE OFFICERNA Control
WISDOM, CHARLES, TODDICHIEF EXECUTIVE OFFICERNA Control
WISDOM, CHARLES, TODDICHIEF EXECUTIVE OFFICERNA Control
WISDOM, CHARLES, TODDICHIEF EXECUTIVE OFFICERNA Control
WISDOM, CHARLES, TODDICHIEF EXECUTIVE OFFICERNA Control
WISDOM, CHARLES, TODDICHIEF EXECUTIVE OFFICERNA Control
WISDOM, CHARLES, TODDICHIEF EXECUTIVE OFFICERNA Control
WISDOM, CHARLES, TODDICHIEF EXECUTIVE OFFICERNA Control
WISDOM, CHARLES, TODDICHIEF EXECUTIVE OFFICERNA Control
YOUNG, MELISSA, JISECRETARYNA
YOUNG, MELISSA, JISECRETARYNA
YOUNG, MELISSA, JISECRETARYNA
YOUNG, MELISSA, JISECRETARYNA
YOUNG, MELISSA, JISECRETARYNA
YOUNG, MELISSA, JISECRETARYNA
HOGANTAYLOR LLPDEMANAGING MEMBERE Control
HOGANTAYLOR LLPDEMANAGING MEMBERE Control
HOGANTAYLOR LLPDEMANAGING MEMBERE Control
HOGANTAYLOR LLPDEMANAGING MEMBERE Control
HOGANTAYLOR LLPDEMANAGING MEMBERE Control
HOGANTAYLOR LLPDEMANAGING MEMBERE Control
HOGANTAYLOR LLPDEMANAGING MEMBERE Control
HOGANTAYLOR LLPDEMANAGING MEMBERE Control
HOGANTAYLOR LLPDEMANAGING MEMBERE Control
HOGANTAYLOR LLPDEMANAGING MEMBERE Control
HOGANTAYLOR LLPDEMANAGING MEMBERE Control
HOGANTAYLOR LLPDEMANAGING MEMBERE Control
HOGANTAYLOR LLPDEMANAGING MEMBERE Control
HOGANTAYLOR LLPDEMANAGING MEMBERE Control
HOGANTAYLOR LLPDEMANAGING MEMBERE Control
HOGANTAYLOR LLPDEMANAGING MEMBERE Control
HOGANTAYLOR LLPDEMANAGING MEMBERD Control
HOGANTAYLOR LLPDEMANAGING MEMBERD Control
HOGANTAYLOR LLPDEMANAGING MEMBERD Control
HOGANTAYLOR LLPDEMANAGING MEMBERD Control
HOGANTAYLOR LLPDEMANAGING MEMBERD Control
HOGANTAYLOR LLPDEMANAGING MEMBERD Control
HOGANTAYLOR LLPDEMANAGING MEMBERD Control
HOGANTAYLOR LLPDEMANAGING MEMBERD Control
HOGANTAYLOR LLPDEMANAGING MEMBERD Control
HOGANTAYLOR LLPDEMANAGING MEMBERD Control
HOGANTAYLOR LLPDEMANAGING MEMBERD Control
HOGANTAYLOR LLPDEMANAGING MEMBERD Control
HOGANTAYLOR LLPDEMANAGING MEMBERD Control
HOGANTAYLOR LLPDEMANAGING MEMBERD Control
HOGANTAYLOR LLPDEMANAGING MEMBERD Control
HOGANTAYLOR LLPDEMANAGING MEMBERD Control
HOGANTAYLOR LLPDEMANAGING MEMBERD Control
BACON, MATHEW, REEDICHIEF FINANCIAL OFFICERB Control
BACON, MATHEW, REEDICHIEF FINANCIAL OFFICERB Control
BACON, MATHEW, REEDICHIEF FINANCIAL OFFICERB Control
BACON, MATHEW, REEDICHIEF FINANCIAL OFFICERB Control
BACON, MATHEW, REEDICHIEF FINANCIAL OFFICERB Control
BACON, MATHEW, REEDICHIEF FINANCIAL OFFICERB Control
BACON, MATHEW, REEDICHIEF FINANCIAL OFFICERB Control
BACON, MATHEW, REEDICHIEF FINANCIAL OFFICERB Control
BACON, MATHEW, REEDICHIEF FINANCIAL OFFICERB Control
BACON, MATHEW, REEDICHIEF FINANCIAL OFFICERB Control
BACON, MATHEW, REEDICHIEF FINANCIAL OFFICERB Control
BACON, MATHEW, REEDICHIEF FINANCIAL OFFICERB Control
BACON, MATHEW, REEDICHIEF FINANCIAL OFFICERB Control
BACON, MATHEW, REEDICHIEF FINANCIAL OFFICERB Control
BACON, MATHEW, REEDICHIEF FINANCIAL OFFICERB Control
BACON, MATHEW, REEDICHIEF FINANCIAL OFFICERB Control
BACON, MATHEW, REEDICHIEF FINANCIAL OFFICERB Control
BACON, MATHEW, REEDICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERB Control
BACON, MATHEW, REEDICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERB Control
BACON, MATHEW, REEDICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERB Control
BACON, MATHEW, REEDICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERB Control
BACON, MATHEW, REEDICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERB Control
BACON, MATHEW, REEDICHIEF OPERATING OFFICERB Control
BACON, MATHEW, REEDICHIEF OPERATING OFFICERB Control
BACON, MATHEW, REEDICHIEF OPERATING OFFICERB Control
BACON, MATHEW, REEDICHIEF OPERATING OFFICERB Control
LEAVITT, ADAM, JAMESICHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICERB Control
LEAVITT, ADAM, JAMESICHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICERB Control
LEAVITT, ADAM, JAMESICHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICERB Control
LEAVITT, ADAM, JAMESICHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICERB Control
LEAVITT, ADAM, JAMESICHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICERB Control
LEAVITT, ADAM, JAMESICHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICERB Control
LEAVITT, ADAM, JAMESICHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICERB Control
LEAVITT, ADAM, JAMESICHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICERB Control
LEAVITT, ADAM, JAMESICHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICERB Control
LEAVITT, ADAM, JAMESICHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICERB Control
LEAVITT, ADAM, JAMESICHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICERB Control
LEAVITT, ADAM, JAMESICHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICERB Control
LEAVITT, ADAM, JAMESICHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICERB Control
LEAVITT, ADAM, JAMESICHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICERB Control
LEAVITT, ADAM, JAMESICHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICERB Control
LEAVITT, ADAM, JAMESICHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICERB Control
LEAVITT, ADAM, JAMESICHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICERB Control
BACON, MATHEW, REEDICHIEF FINANCIAL OFFICERA
LEAVITT, ADAM, JAMESICHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICERA Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
COOPER, GARY, DONIHOGANTAYLOR LLPF
COOPER, GARY, DONIHOGANTAYLOR LLPF
COOPER, GARY, DONIHOGANTAYLOR LLPF
COOPER, GARY, DONIHOGANTAYLOR LLPF
COOPER, GARY, DONIHOGANTAYLOR LLPF
COOPER, GARY, DONIHOGANTAYLOR LLPF
COOPER, GARY, DONIHOGANTAYLOR LLPF
COOPER, GARY, DONIHOGANTAYLOR LLPF
COOPER, GARY, DONIHOGANTAYLOR LLPF
COOPER, GARY, DONIHOGANTAYLOR LLPF
COOPER, GARY, DONIHOGANTAYLOR LLPF
COOPER, GARY, DONIHOGANTAYLOR LLPF
COOPER, GARY, DONIHOGANTAYLOR LLPF
COOPER, GARY, DONIHOGANTAYLOR LLPF
COOPER, GARY, DONIHOGANTAYLOR LLPF
COOPER, GARY, DONIHOGANTAYLOR LLPF
GIBSON, LOU, ANNIHOGANTAYLOR LLPF
GIBSON, LOU, ANNIHOGANTAYLOR LLPF
GIBSON, LOU, ANNIHOGANTAYLOR LLPF
Keehn, James, AaronIHOGANTAYLOR LLPF
Keehn, James, AaronIHOGANTAYLOR LLPF
Keehn, James, AaronIHOGANTAYLOR LLPF
Keehn, James, AaronIHOGANTAYLOR LLPF
Keehn, James, AaronIHOGANTAYLOR LLPF
Keehn, James, AaronIHOGANTAYLOR LLPF
Keehn, James, AaronIHOGANTAYLOR LLPF
MILLIGAN, JAMES, PATRICKIHOGAN TAYLOR, LLPF Control
MILLIGAN, JAMES, PATRICKIHOGAN TAYLOR, LLPF Control
MILLIGAN, JAMES, PATRICKIHOGAN TAYLOR, LLPF Control
MILLIGAN, JAMES, PATRICKIHOGAN TAYLOR, LLPF Control
MILLIGAN, JAMES, PATRICKIHOGAN TAYLOR, LLPF Control
MILLIGAN, JAMES, PATRICKIHOGAN TAYLOR, LLPF Control
MILLIGAN, JAMES, PATRICKIHOGANTAYLOR LLPF
MILLIGAN, JAMES, PATRICKIHOGANTAYLOR LLPF
MILLIGAN, JAMES, PATRICKIHOGANTAYLOR LLPF
MILLIGAN, JAMES, PATRICKIHOGANTAYLOR LLPF
MILLIGAN, JAMES, PATRICKIHOGANTAYLOR LLPF
MILLIGAN, JAMES, PATRICKIHOGANTAYLOR LLPF
MILLIGAN, JAMES, PATRICKIHOGANTAYLOR LLPF
MILLIGAN, JAMES, PATRICKIHOGANTAYLOR LLPF
MILLIGAN, JAMES, PATRICKIHOGANTAYLOR LLPF
MILLIGAN, JAMES, PATRICKIHOGANTAYLOR LLPF
MILLIGAN, JAMES, PATRICKIHOGANTAYLOR LLPF
MILLIGAN, JAMES, PATRICKIHOGANTAYLOR LLPF
MILLIGAN, JAMES, PATRICKIHOGANTAYLOR LLPF
MURRAY, JACK, DIHOGANTAYLOR LLPF
MURRAY, JACK, DIHOGANTAYLOR LLPF Control
MURRAY, JACK, DIHOGANTAYLOR LLPF
MURRAY, JACK, DIHOGANTAYLOR LLPF Control
MURRAY, JACK, DIHOGANTAYLOR LLPF Control
MURRAY, JACK, DIHOGANTAYLOR LLPF Control
MURRAY, JACK, DIHOGANTAYLOR LLPF
MURRAY, JACK, DIHOGANTAYLOR LLPF
MURRAY, JACK, DEEIHOGANTAYLOR LLPF
NAIL, RANDELL, BIHOGANTAYLOR LLPF
NAIL, RANDELL, BIHOGANTAYLOR LLPF Control
NAIL, RANDELL, BIHOGANTAYLOR LLPF Control
NAIL, RANDELL, BIHOGANTAYLOR LLPF Control
NAIL, RANDELL, BIHOGANTAYLOR LLPF Control
NAIL, RANDELL, BIHOGANTAYLOR LLPF Control
NAIL, RANDELL, BIHOGANTAYLOR LLPF Control
NAIL, RANDELL, BIHOGANTAYLOR LLPF Control
NAIL, RANDELL, BRIANIHOGANTAYLOR LLPF Control
NAIL, RANDELL, BRIANIHOGANTAYLOR LLPF Control
NAIL, RANDELL, BRIANIHOGANTAYLOR LLPF Control
NAIL, RANDELL, BRIANIHOGANTAYLOR LLPF Control
NAIL, RANDELL, BRIANIHOGANTAYLOR LLPF Control
NAIL, RANDELL, BRIANIHOGANTAYLOR LLPF Control
NAIL, RANDELL, BRIANIHOGANTAYLOR LLPF Control
NAIL, RANDELL, BRIANIHOGANTAYLOR LLPF Control
NAIL, RANDELL, BRIANIHOGANTAYLOR LLPF Control
NAIL, RANDELL, BRIANIHOGANTAYLOR LLPF Control
NAIL, RANDELL, BRIANIHOGANTAYLOR LLPF Control
NAIL, RANDELL, BRIANIHOGANTAYLOR LLPF Control
NAIL, RANDELL, BRIANIHOGANTAYLOR LLPF Control
NAIL, RANDELL, BRIANIHOGANTAYLOR LLPF Control
NAIL, RANDELL, BRIANIHOGANTAYLOR LLPF Control
NAIL, RANDELL, BRIANIHOGANTAYLOR LLPF Control
NAIL, RANDELL, BRIANIHOGANTAYLOR LLPF Control
NAIL, RANDELL, BRIANIHOGANTAYLOR LLPF Control
NAIL, RANDELL, BRIANIHOGANTAYLOR LLPF Control
Rowland, Calvin, LynwoodIHOGANTAYLOR LLPF
Rowland, Calvin, LynwoodIHOGANTAYLOR LLPF
Rowland, Calvin, LynwoodIHOGANTAYLOR LLPF
Rowland, Calvin, LynwoodIHOGANTAYLOR LLPF
Rowland, Calvin, LynwoodIHOGANTAYLOR LLPF
Rowland, Calvin, LynwoodIHOGANTAYLOR LLPF
Rowland, Calvin, LynwoodIHOGANTAYLOR LLPF
SLOVACEK, BOB, LEOIHOGAN TAYLOR, LLPF Control
SLOVACEK, BOB, LEOIHOGAN TAYLOR, LLPF Control
SMITH, THOMAS, A.IHOGANTAYLOR LLPF
SMITH, THOMAS, A.IHOGANTAYLOR LLPF Control
SMITH, THOMAS, A.IHOGANTAYLOR LLPF Control
SMITH, THOMAS, A.IHOGANTAYLOR LLPF Control
TAYLOR, JAMES, R.IHOGAN TAYLOR, LLPF Control
TAYLOR, JAMES, R.IHOGAN TAYLOR, LLPF Control
TAYLOR, JAMES, R.IHOGAN TAYLOR, LLPF Control
VAUGHT, ROBERT, CIHOGAN TAYLOR, LLPF Control
VAUGHT, ROBERT, CIHOGAN TAYLOR, LLPF Control
VAUGHT, ROBERT, CIHOGAN TAYLOR, LLPF Control
WAGNER, ROBERT, BAXTERIHOGANTAYLOR LLPF
WAGNER, ROBERT, BAXTERIHOGANTAYLOR LLPF
WAGNER, ROBERT, BAXTERIHOGANTAYLOR LLPF
WAGNER, ROBERT, BAXTERIHOGANTAYLOR LLPF
WAGNER, ROBERT, BAXTERIHOGANTAYLOR LLPF
WAGNER, ROBERT, BAXTERIHOGANTAYLOR LLPF
WAGNER, ROBERT, BAXTERIHOGANTAYLOR LLPF
WAGNER, ROBERT, BAXTERIHOGANTAYLOR LLPF
WAGNER, ROBERT, BAXTERIHOGANTAYLOR LLPF
WAGNER, ROBERT, BAXTERIHOGANTAYLOR LLPF
WAGNER, ROBERT, BAXTERIHOGANTAYLOR LLPF
WAGNER, ROBERT, BAXTERIHOGANTAYLOR LLPF
WAGNER, ROBERT, BAXTERIHOGANTAYLOR LLPF
WAGNER, ROBERT, BAXTERIHOGANTAYLOR LLPF
WAGNER, ROBERT, BAXTERIHOGANTAYLOR LLPF
WISDOM, CHARLES, TODDIHOGAN TAYLOR, LLPF Control
WISDOM, CHARLES, TODDIHOGAN TAYLOR, LLPF Control
WISDOM, CHARLES, TODDIHOGAN TAYLOR, LLPF Control
WISDOM, CHARLES, TODDIHOGANTAYLOR LLPF
WISDOM, CHARLES, TODDIHOGANTAYLOR LLPF
WISDOM, CHARLES, TODDIHOGANTAYLOR LLPF
WISDOM, CHARLES, TODDIHOGANTAYLOR LLPF
WISDOM, CHARLES, TODDIHOGANTAYLOR LLPF
WISDOM, CHARLES, TODDIHOGANTAYLOR LLPF
WISDOM, CHARLES, TODDIHOGANTAYLOR LLPF
WISDOM, CHARLES, TODDIHOGANTAYLOR LLPF
WISDOM, CHARLES, TODDIHOGANTAYLOR LLPF
WISDOM, CHARLES, TODDIHOGANTAYLOR LLPF
WISDOM, CHARLES, TODDIHOGANTAYLOR LLPF
WISDOM, CHARLES, TODDIHOGANTAYLOR LLPF
WISDOM, CHARLES, TODDIHOGANTAYLOR LLPF
WISDOM, CHARLES, TODDIHOGANTAYLOR LLPF
WISDOM, CHARLES, TODDIHOGANTAYLOR LLPF
WISDOM, CHARLES, TODDIHOGANTAYLOR LLPF
WISDOM, CHARLES, TODDIHOGANTAYLOR LLPF
WISDOM, CHARLES, TODDIHOGANTAYLOR LLPF
WISDOM, CHARLES, TODDIHOGANTAYLOR LLPF
WISDOM, CHARLES, TODDIHOGANTAYLOR LLPF
WISDOM, CHARLES, TODDIHOGANTAYLOR LLPF
WRIGHT, RICHARD, ALANIHOGANTAYLOR LLPF
WRIGHT, RICHARD, ALANIHOGANTAYLOR LLPF Control
WRIGHT, RICHARD, ALANIHOGANTAYLOR LLPF
WRIGHT, RICHARD, ALANIHOGANTAYLOR LLPF Control
WRIGHT, RICHARD, ALANIHOGANTAYLOR LLPF Control
WRIGHT, RICHARD, ALANIHOGANTAYLOR LLPF Control
WRIGHT, RICHARD, ALANIHOGANTAYLOR LLPF
WRIGHT, RICHARD, ALANIHOGANTAYLOR LLPF
WRIGHT, RICHARD, ALANIHOGANTAYLOR LLPF
WRIGHT, RICHARD, ALANIHOGANTAYLOR LLPF
WRIGHT, RICHARD, ALANIHOGANTAYLOR LLPF
WRIGHT, RICHARD, ALANIHOGANTAYLOR LLPF
WRIGHT, RICHARD, ALANIHOGANTAYLOR LLPF
WRIGHT, RICHARD, ALANIHOGANTAYLOR LLPF
WRIGHT, RICHARD, ALANIHOGANTAYLOR LLPF
WRIGHT, RICHARD, ALANIHOGANTAYLOR LLPF
WRIGHT, RICHARD, ALANIHOGANTAYLOR LLPF

Registrations

Federal

IA
Jul 22, 2025 REGISTERED

Notice Filings (8)

AR CA CO LA NH OK TN TX

Address

2222 S. UTICA PLACE SUITE 200
TULSA, OK 74114-7000
United States
Phone: 918.388.2690