Hogantaylor Wealth

Registered investment advisor · Tulsa, Oklahoma · CRD #129696

Assets Under Management

$593M

Client Accounts

1,294

Employees

CRD Number

129696

Registration

SEC Registered

Custodian

Fidelity Brokerage Services Llc, Charles Schwab & Co., Inc.

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Hogantaylor Wealth

HoganTaylor Wealth is an SEC-registered investment advisory firm offering integrated services for individuals, families, and business owners. As an independent fiduciary, it provides holistic financial planning and specializes in wealth management, corporate benefits, and retirement planning. Formerly known as Disciplined Investments, it is a subsidiary of HoganTaylor LLP.

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Hogantaylor Wealth

Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

Frequently Asked Questions

What is Hogantaylor Wealth's AUM?

Hogantaylor Wealth reports approximately $593M in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Hogantaylor Wealth headquartered?

Hogantaylor Wealth is headquartered in Tulsa, Oklahoma.

What is Hogantaylor Wealth's CRD number?

Hogantaylor Wealth's CRD number is 129696. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.