# DISCIPLINED INVESTMENTS, LLC

DISCIPLINED INVESTMENTS, LLC of TULSA, OK is an SEC-registered investment adviser.

## Registration

- CRD: 129696
- Type: SEC-registered investment adviser
- SEC file number: 801-71011
- Location: 2222 S. UTICA PLACE SUITE 200, TULSA, OK, 74114-7000
- Phone: 918.388.2690
- Latest filing: 2026-04-14
- Regulatory AUM: $592.8M
- Discretionary AUM: $482.2M
- Non-discretionary AUM: $110.6M
- Clients: 10
- Accounts: 1,294

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (29)

_Showing 25 of 29 people._

| Name | Role | Location |
| --- | --- | --- |
| [Mathew Reed Bacon](https://search.stillhousedata.com/person/689684) | CHIEF EXECUTIVE OFFICER; CHIEF OPERATING OFFICER | — |
| [Randell Brian Nail](https://search.stillhousedata.com/person/689685) | CHIEF EXECUTIVE OFFICER AND CHAIRMAN | — |
| [Charles Todd Wisdom](https://search.stillhousedata.com/person/689686) | CHIEF EXECUTIVE OFFICER; MEMBER OF THE BOARD OF DIRECTORS | — |
| [Gary Don Cooper](https://search.stillhousedata.com/person/689687) | MEMBER OF THE BOARD OF DIRECTORS | — |
| [Calvin Lynwood Rowland](https://search.stillhousedata.com/person/689688) | MEMBER OF THE BOARD OF DIRECTORS | — |
| [James Aaron Keehn](https://search.stillhousedata.com/person/689689) | MEMBER OF THE BOARD OF DIRECTORS | — |
| [Barry Scott Logan](https://search.stillhousedata.com/person/689690) | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, PRINCIPAL | — |
| [SMITH BENJAMIN A](https://search.stillhousedata.com/person/733742) | MEMBER OF THE BOARD OF DIRECTORS | — |
| [WRIGHT RICHARD ALAN](https://search.stillhousedata.com/person/748550) | MEMBER OF THE BOARD OF DIRECTORS | — |
| [MOORE BYRON ROBERT](https://search.stillhousedata.com/person/758396) | CHIEF FINANCIAL OFFICER | — |
| [MILLIGAN JAMES PATRICK](https://search.stillhousedata.com/person/772554) | CHIEF EXECUTIVE OFFICER; EXECUTIVE PARTNER; MEMBER OF THE BOARD OF DIRECTORS | — |
| [LEAVITT ADAM JAMES](https://search.stillhousedata.com/person/772555) | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | — |
| [VAUGHT ROBERT C](https://search.stillhousedata.com/person/772556) | EXECUTIVE PARTNER; MEMBER OF THE BOARD OF DIRECTORS | — |
| [SLOVACEK BOB LEO](https://search.stillhousedata.com/person/772557) | EXECUTIVE PARTNER | — |
| [WISDOM CHARLES TODD](https://search.stillhousedata.com/person/772558) | CHIEF EXECUTIVE OFFICER; EXECUTIVE PARTNER; MEMBER OF THE BOARD OF DIRECTORS | — |
| [TAYLOR JAMES R](https://search.stillhousedata.com/person/772559) | EXECUTIVE PARTNER; MEMBER OF THE BOARD OF DIRECTORS | — |
| [BACON MATHEW REED](https://search.stillhousedata.com/person/793624) | CHIEF FINANCIAL OFFICER; CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| [YOUNG MELISSA J](https://search.stillhousedata.com/person/793625) | SECRETARY | — |
| [GIBSON MARGARET ANN](https://search.stillhousedata.com/person/796509) | MEMBER OF THE BOARD OF DIRECTORS | — |
| [MURRAY JACK D](https://search.stillhousedata.com/person/820776) | MEMBER OF THE BOARD OF DIRECTORS | — |
| [NAIL RANDELL B](https://search.stillhousedata.com/person/820777) | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER AND CHAIRMAN | — |
| [OTTO JON ANTHONY](https://search.stillhousedata.com/person/831419) | SECRETARY | — |
| [WAGNER ROBERT BAXTER](https://search.stillhousedata.com/person/831420) | MEMBER OF THE BOARD OF DIRECTORS | — |
| [MURRAY JACK DEE](https://search.stillhousedata.com/person/846386) | MEMBER OF THE BOARD OF DIRECTORS | — |
| [NAIL RANDELL BRIAN](https://search.stillhousedata.com/person/846387) | CHIEF EXECUTIVE OFFICER AND CHAIRMAN | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/129696/brochure
- Similar advisers: https://search.stillhousedata.com/firm/129696/similar
- Related entities: https://search.stillhousedata.com/firm/129696/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/129696

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.