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DISCIPLINED INVESTORS, L.L.C.

WACO, TX · CRD 114614 · IAPD ↗ · dinvestors.com · 254-265-7410

$941.6MRegulatory AUM
8Advisory reps
8Employees
0Clients
1-10Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — DISCIPLINED INVESTORS, L.L.C. reported RAUM up 34% ($702.5M -> $941.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
July 2025 — DISCIPLINED INVESTORS, L.L.C. notice-filed in FL, LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
June 2025 — DISCIPLINED INVESTORS, L.L.C. notice-filed in CA, CO, OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — DISCIPLINED INVESTORS, L.L.C. crossed $500M in regulatory AUM ($458.4M -> $577.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.