Fee-only adviser · Waco, TX
Disciplined Investors, L.L.C.
Disciplined Investors, L.L.C. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Waco, Texas. On its latest Form ADV, filed March 23, 2026, it reports $942M in regulatory assets under management, 480 individual clients and 8 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 114614 · SEC file 801-67768 |
| Office | 100 North 6th Street Suite 500 Waco, TX 76701 |
| Phone | (254) 265-7410 |
| Website | www.dinvestors.com |
| Regulatory assets under management | $942M ($790M discretionary) |
| Individual clients | 312 non-high-net-worth, 168 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 8 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 23, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Waco
- Wardlaw Wealth Management LLC $76M
- The Aspen Equity Group $37M
- Ecapital Advisors, Inc. $16M
- Bible & Sovereign Partners Financial Services Not reported
- Academy Capital Management $1.2B
- Investments Plus LLC $37M
See all 8 fee-only advisers in Waco →
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