SourcingSourcing

DISCIPLINED INVESTMENTS, LLC

C35
CRD 129696·SEC 801-71011·TULSA, OK
AUM
$592.8M
$500M-$1B
Est. Revenue
$5.9M
@ 1% on AUM
Est. EBITDA
$1.8M
@ 30% margin
Est. Deal Value
$14.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DISCIPLINED INVESTMENTS, LLC
CRD
129696
SEC file #
801-71011
EIN
465229388
DBA names
Hogantaylor Wealth

Economics

AUM
$592.8M
AUM band
$500M-$1B
AUM trajectory
'20'26
$348.7M → $592.8M▲ +70%
Client mix
Individuals Other215
Individuals High Net Worth164
Pension Profit Sharing Plans6

Operations

Employees (total)
10
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
4 advisors → 6 advisors▲ +50%
Primary office
TULSA OK
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/14/2026
ADV-W filed at
—
Website
hogantaylorwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HOGANTAYLOR LLP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
HOGANTAYLOR LLP
BACON, MATHEW, REED
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
HOGANTAYLORWEALTH.COM
Rdap Domain Creation Date
2020-01-29T14:56:06Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001812492
Edgar Registered
Yes
Edgar Filing Count
29
Edgar First Filing Date
2020-05-19
Edgar Last Filing Date
2026-05-12
Edgar 13f Count
27
Edgar 13f Latest AUM Estimate
Filing Date2026-05-12
Accession0001951757-26-000823

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Edgar Addresses
Mailing
2222 SOUTH UTICA PLACESUITE 200TULSA, OK 74114
Business
2222 SOUTH UTICA PLACESUITE 200TULSA, OK 74114
Edgar EIN
465229388
Edgar Recent Filings
13F-HR2026-05-12 · 0001951757-26-000823
13F-HR2026-02-05 · 0001951757-26-000368
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-01-29T14:56:06Z
Rdap Domain Last Changed
2026-01-30T14:04:00Z
Rdap Nameservers
Ns25.domaincontrol.comNs26.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (6)

6
BACON, MATHEW, REED
IAR · Direct Owner · 17.5%
2905491
LOGAN, BARRY, SCOTT
IAR · Executive Officer · 2.5%
2747479
BRYAN, AUSTIN, Blair
IAR · Executive Officer · 2.5%
6377623
Brandon Robert Biles
IAR
6800602
WESTON JAMES CUNNINGHAM
IAR
7852919
CRAIG ALAN CANARD
IAR
4090114