# Hogantaylor Wealth

> Hogantaylor Wealth is an SEC-registered investment advisory firm in Tulsa, OK, registered since 2010, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 14, 2026.

- CRD: 129696
- Filed as: HOGANTAYLOR WEALTH
- Legal name: Disciplined Investments, LLC
- Also doing business as: HOGANTAYLOR WEALTH, HT WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tulsa, OK
- Filing period: October 2026
- Form ADV filing dated: April 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/129696
- AdvisorCensus page: https://advisorcensus.com/firm/hogantaylor-wealth-tulsa-ok-129696

## Quick answers

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

**How much does Hogantaylor Wealth charge?**
Its Form ADV Part 2A brochure dated March 18, 2026 states: Hourly rate: $300 to $400 an hour (Financial Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Hogantaylor Wealth located?**
Hogantaylor Wealth's principal office is in Tulsa, OK, according to its Form ADV; the May 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Hogantaylor Wealth registered with the SEC or a state?**
Hogantaylor Wealth is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 129696.

**How much does Hogantaylor Wealth manage?**
Hogantaylor Wealth reports $592,795,599 in regulatory assets under management in its Form ADV filing dated April 14, 2026 (81% discretionary).

**How have Hogantaylor Wealth's assets and staff changed since 2021?**
In the Form ADV data for Hogantaylor Wealth: Regulatory assets under management: $478,637,045 in the October 2021 data and $592,795,599 in the October 2026 data, up 24%. Total employees: 8 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Hogantaylor Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (215); high net worth individuals (164); pension and profit sharing plans (but not the plan participants or government pension plans) (6).

**Which custodians does Hogantaylor Wealth use?**
Hogantaylor Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Hogantaylor Wealth 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/129696

**Does Hogantaylor Wealth state an account minimum?**
Its Form ADV Part 2A brochure dated March 18, 2026 says: "HTW generally does not impose a minimum relationship size."

**What changed in Hogantaylor Wealth's recent Form ADV filings?**
In the May 2026 filing data: Registered or notice-filed in MO.

## 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 18, 2026)

- Account minimum: None

> HTW generally does not impose a minimum relationship size.

- Hourly rate: $300 to $400 an hour (Financial Planning Services)

> Financial Planning Services HTW offers financial planning services either on an hourly basis or a fixed engagement fee. Hourly fees range from $300 to $400 per hour.

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.
- Fidelity Brokerage Services LLC

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: $592,795,599
- Discretionary: $482,211,043
- Non-discretionary: $110,584,556

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 215 | $95,073,600 |
| High net worth individuals | 164 | $485,064,754 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $9,314,453 |
| Charitable organizations | Fewer than 5 | $3,280,401 |
| Corporations or other businesses not listed above | Fewer than 5 | $62,391 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2010 (16 years)
- Employees: 10 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, CA, LA, MO, NH, OK, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Fayetteville, AR
- Oklahoma City, OK

### Websites listed on Form ADV (Item 1.I)
- blog.hogantaylorwealth.com
- hogantaylorwealth.com
- Facebook @HOGANTAYLORWEALTH
- LinkedIn @hogantaylor-wealth
- X @HT_WEALTH

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $478,637,045 | 8 | August 18, 2021 |
| October 2022 | $563,232,618 | 9 | March 28, 2022 |
| October 2023 | $546,794,508 | 9 | May 18, 2023 |
| October 2024 | $434,377,670 | 10 | April 26, 2024 |
| October 2025 | $496,814,868 | 11 | July 31, 2025 |
| October 2026 | $592,795,599 | 10 | April 14, 2026 |

Regulatory assets under management: $478,637,045 in the October 2021 data and $592,795,599 in the October 2026 data, up 24%.
Total employees: 8 in October 2021 and 10 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Registered or notice-filed in MO.

### April 2026
- Regulatory assets under management went from $496,814,868 to $592,795,599 (+19%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hogantaylor Wealth (CRD 129696): Form ADV filing data as of October 2026.