This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Empower
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-28-2003
- Office Locations
- 1
Office Locations
About Disciplined Investors, L.l.c.
Disciplined Investors, L.L.C. is a fee-only fiduciary RIA (founded 1999) providing customized investment management and financial/retirement planning for individuals, pre-retirees, trusts, and employer retirement plans. Portfolios primarily use individual stocks and bonds, mutual funds, and ETFs, with optional alternatives such as private REITs, oil and gas partnerships, and direct real estate. Custody includes Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RUSSELL CLARKE LIVESAY
Managing Member, Partner
- CRD
- #5328236
- Ownership
- 50% but less than 75%
TODD DAVID STONER
Chief Compliance Officer, Managing Member, President
- CRD
- #4460047
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
Reid Jeffrey Higgins
Investment Advisor
- CRD
- #8087407
Paris Katherine Hookham
Investment Advisor
- CRD
- #8089592
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $790,298,065 | $492,705 |
| Non-Discretionary | $151,340,343 | $5,405,012 |
| Total | $941,638,408 | $576,984 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing