DISCIPLINED INVESTMENTS, LLC
Doing business as HOGANTAYLOR WEALTH. SEC Form ADV profile.
Total regulatory AUM
$592,795,599
Discretionary
$482,211,043
Non-discretionary
$110,584,556
Firm details
- CRD number
- 129696
- SEC file number
- 801-71011
- Main office
- TULSA, OK, United States
- Employees
- 10
- SEC status
- Approved
- Website
- HTTP://WWW.HOGANTAYLORWEALTH.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.