Disciplined Investments, Llc
- Regulatory AUM
- $593M
- Discretionary
- $482M
- Clients
- 385
- Avg AUM / client
- $1.5M
- Accounts
- 1,294
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 215 | $95.1M | 16.0% |
| High net worth individuals | 164 | $485M | 81.8% |
| Pension and profit sharing plans | 6 | $9.3M | 1.57% |
| Charitable organizations | Fewer than 5 clients | $3.3M | 0.55% |
| Corporations and other businesses | Fewer than 5 clients | $62.4K | 0.01% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mathew Reed Bacon | Chief Operating Officer And Chief Compliance Officer | Sep 2009 (17y) | 10% – 25% | |
| Nail, Randell, Brian | Chief Executive Officer And Chairman | Jan 2012 (15y) | GP / trustee / elected manager of Hogantaylor Llp (indirect) | |
| Wisdom, Charles, Todd | Member Of The Board Of Directors | Jul 2015 (11y) | Less than 5% | |
| Cooper, Gary, Don | Member Of The Board Of Directors | Jan 2019 (8y) | GP / trustee / elected manager of Hogantaylor Llp (indirect) | |
| Keehn, James, Aaron | Member Of The Board Of Directors | Mar 2022 (4y) | GP / trustee / elected manager of Hogantaylor Llp (indirect) | |
| Rowland, Calvin, Lynwood | Member Of The Board Of Directors | Mar 2022 (4y) | GP / trustee / elected manager of Hogantaylor Llp (indirect) | |
| Barry Scott Logan | Registered representative | CFP | Jul 2017 (9y) | |
| Austin Blair Bryan | Registered representative | CFP | Oct 2019 (7y) | |
| Brandon Robert Biles | Registered representative | CFP | Dec 2022 (4y) | |
| Weston James Cunningham | Registered representative | Jan 2024 (3y) | ||
| Craig Alan Canard | Registered representative | Oct 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Hogantaylor Llp | Managing Member | Jan 2010 | A | 75% or more |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/14/2026 | 1.07 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $296M (50% of AUM) Apr 2026
- Charles Schwab & Co. $257M (43% of AUM) Apr 2026
- National Financial Services (Fidelity) $232M (66% of AUM) Jun 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 14, 2026.
View current Form ADV (SEC/IAPD) ↗