Disciplined Investors, LLC

Disciplined Investors, LLC (CRD# 114614) is a financial advisory firm headquartered in Waco, TX. They manage $142,803,153 in 782 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    143
    MILLION
  • Total Number of Accounts
    782
    ACCOUNTS
  • Average Account Value
    $182,613
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Disciplined Investors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Russell C. Livesay
CRD#: 5328236
100 North 6th Street, Suite 500, Waco, TX 76701
93
Wealthminder
score

Russell Livesay (CRD# 5328236) is an Investment Advisor Representative working at Disciplined Investors, LLC in Waco, TX and has over 9 years of experience in the finance industry.

2
Sabrina L. Moore
CRD#: 6557632
100 North 6th Street, Suite 500, Waco, TX 76701
87
Wealthminder
score

Sabrina Moore (CRD# 6557632) is an Investment Advisor Representative working at Disciplined Investors, LLC in Waco, TX and has 1 year of experience in the finance industry.

3
Todd D. Stoner
CRD#: 4460047
100 N. 6th St., Suite 500, Waco, TX 76701
87
Wealthminder
score

Todd Stoner (CRD# 4460047) is an Investment Advisor Representative working at Disciplined Investors, LLC in Waco, TX and has 1 year of experience in the finance industry.

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