Data / Investment advisers / Oklahoma / Hogantaylor Wealth
Hogantaylor Wealth, Tulsa, OK: $593 million AUM, SEC registered investment adviser
Hogantaylor Wealth is an SEC registered investment adviser with its main office in Tulsa, Oklahoma and reports $593 million in regulatory assets under management in its Form ADV filed April 14, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 129696
- SEC file number
- 801-71011
- SEC status
- Approved, effective January 21, 2010
- Legal name
- Disciplined Investments, LLC
- Main office
- 2222 S. Utica Place Suite 200, Tulsa, OK 74114
- Phone
- (918) 388-2690
- Website
- hogantaylorwealth.com
- Regulatory AUM
- $592,795,599 in the Form ADV filed April 14, 2026
- Discretionary AUM
- $482,211,043
- Non discretionary AUM
- $110,584,556
- Accounts
- 1,294
- Employees
- 10, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 14, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 164 | $485.1 million |
| Individuals (other than high net worth individuals) | 215 | $95.1 million |
| Pension and profit sharing plans | 6 | $9.3 million |
| Charitable organizations | Fewer than 5 | $3.3 million |
| Corporations or other businesses | Fewer than 5 | $62,391 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $592.8 million | March 18, 2026 |
| December 1, 2025 | $496.8 million | July 31, 2025 |
Other advisers in Tulsa
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Bok Financial Advisors | Tulsa | $1.06 billion | Not listed | adviserinfo.sec.gov |
| The Advisory Resource Group, LLC | Tulsa | $926.6 million | Not listed | adviserinfo.sec.gov |
| Warburton Capital Management, LLC | Tulsa | $786.6 million | Not listed | adviserinfo.sec.gov |
| Cadent Capital Advisors, LLC | Tulsa | $785.8 million | Not listed | adviserinfo.sec.gov |
| Bridgecreek Financial Group | Tulsa | $649.9 million | Not listed | adviserinfo.sec.gov |
| The Legacy Financial Group, Inc. | Tulsa | $590.7 million | Not listed | adviserinfo.sec.gov |
| Everpar Advisors LLC | Tulsa | $587.8 million | Not listed | adviserinfo.sec.gov |
| Scissortail Wealth Management, LLC | Tulsa | $568.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Tulsa, OK
- Investment advisers in Oklahoma
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Hogantaylor Wealth on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.