Disciplined Investors, LLC

Disciplined Investors, LLC (CRD# 114614) is a financial advisory firm headquartered in Waco, TX. They manage $179,408,964 in 946 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
100 North 6th Street, Suite 500, Waco, TX 76701
http://www.dinvestors.com
By the Numbers
  • Total Assets Under Management
    179
    MILLION
  • Total Number of Accounts
    946
    ACCOUNTS
  • Average Account Value
    $189,650
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 - 5 of 5 top financial advisors.
1
Amy Fields, financial advisor Waco TX
Amy T. Fields
CRD#: 2480560
100 North 6th Street, Suite 500, Waco, TX 76701
93
Wealthminder
score

Amy Fields (CRD# 2480560) is an Investment Advisor Representative working at Disciplined Investors, LLC in Waco, TX and has over 23 years of experience in the finance industry.

2
Russell Livesay, financial advisor Waco TX
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 10 years of experience in the finance industry.

3
Sabrina Moore, financial advisor Waco TX
Sabrina L. Moore
CRD#: 6557632
100 North 6th Street, Suite 500, Waco, TX 76701
89
Wealthminder
score

Sabrina Moore (CRD# 6557632) is an Investment Advisor Representative working at Disciplined Investors, LLC in Waco, TX and has over 2 years of experience in the finance industry.

4
Todd Stoner, financial advisor Waco TX
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.

5
Cheryl Traudt, financial advisor Waco TX
Cheryl L. Traudt
CRD#: 6862907
100 North 6th Street, Suite 500, Waco, TX 76701
87
Wealthminder
score

Cheryl Traudt (CRD# 6862907) is an Investment Advisor Representative working at Disciplined Investors, LLC in Waco, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals