# Disciplined Investors, L.L.C.

> Disciplined Investors, L.L.C. is an SEC-registered investment advisory firm in Waco, TX, registered since 2007, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 114614
- Filed as: DISCIPLINED INVESTORS, L.L.C.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Waco, TX
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/114614
- AdvisorCensus page: https://advisorcensus.com/firm/disciplined-investors-l-l-c-waco-tx-114614

## Quick answers

**How is Disciplined Investors, L.L.C. compensated?**
On its Form ADV (Item 5.E, October 2026), Disciplined Investors, L.L.C. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Disciplined Investors, L.L.C. located?**
Disciplined Investors, L.L.C.'s principal office is in Waco, TX, according to its Form ADV.

**Is Disciplined Investors, L.L.C. registered with the SEC or a state?**
Disciplined Investors, L.L.C. is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 114614.

**How much does Disciplined Investors, L.L.C. manage?**
Disciplined Investors, L.L.C. reports $941,638,408 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (84% discretionary).

**How have Disciplined Investors, L.L.C.'s assets and staff changed since 2021?**
In the Form ADV data for Disciplined Investors, L.L.C.: Regulatory assets under management: $374,544,342 in the October 2021 data and $941,638,408 in the October 2026 data, up 151%. Total employees: 5 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Disciplined Investors, L.L.C. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (312); high net worth individuals (168); pension and profit sharing plans (but not the plan participants or government pension plans) (48).

**Which custodians does Disciplined Investors, L.L.C. use?**
Disciplined Investors, L.L.C.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Empower Financial Services, Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Disciplined Investors, L.L.C. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/114614

**Does Disciplined Investors, L.L.C. state an account minimum?**
Its Form ADV Part 2A brochure dated March 23, 2026 says: "The Firm does not impose a minimum account size."

**What changed in Disciplined Investors, L.L.C.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 7 to 8. Regulatory assets under management went from $702,453,810 to $941,638,408 (+34%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Account minimum: None

> The Firm does not impose a minimum account size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Empower Financial Services, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $941,638,408
- Discretionary: $790,298,065
- Non-discretionary: $151,340,343

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 312 | $102,707,510 |
| High net worth individuals | 168 | $478,551,545 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 48 | $336,347,956 |
| Charitable organizations | Fewer than 5 | $1,017,312 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $23,014,085 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2007 (19 years)
- Employees: 8 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, LA, OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- dinvestors.com
- Facebook @Disciplined-Investors-LLC-1915533382040547
- Instagram @disciplined_investors
- LinkedIn @disciplined-investors-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $374,544,342 | 5 | April 5, 2021 |
| October 2022 | $495,033,435 | 5 | March 16, 2022 |
| October 2023 | $458,375,166 | 6 | March 28, 2023 |
| October 2024 | $577,339,675 | 7 | March 21, 2024 |
| October 2025 | $702,453,810 | 8 | June 18, 2025 |
| October 2026 | $941,638,408 | 8 | March 23, 2026 |

Regulatory assets under management: $374,544,342 in the October 2021 data and $941,638,408 in the October 2026 data, up 151%.
Total employees: 5 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 7 to 8.
- Regulatory assets under management went from $702,453,810 to $941,638,408 (+34%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Disciplined Investors, L.L.C. (CRD 114614): Form ADV filing data as of October 2026.