Disciplined Investors, L.L.C

Investment Advisor
in Waco, TX

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About this Advisor

Angelo Ochoa is a financial advisor who works in Waco, Texas, with 12 years of experience as a financial advisor. Ochoa is an advisor for Disciplined Investors, L.L.C. They have spent their complete employment at Disciplined Investors, L.l.c. Ochoa maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in Texas. Disciplined Investors, L.L.C is a financial advisory business operating out of Waco, Texas. It administers $495 million in assets between its 1,213 client accounts, making it one of the bigger firms in the United States by assets under management. Of its 1,213 customer accounts, 24% are held by high-net-worth investors who have greater than $1 million in assets. Disciplined Investors, L.L.C has a few services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules usually are based on the financial services offered. However, fees charged by Disciplined Investors, L.L.C likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees



Office Location

100 North 6Th Street, Suite 500
Waco, TX 76701

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Disciplined Investors, L.L.C Brokerage Details

Total Assets Under Management


TX Average: $3,042,739,679
Total Number of Employees


TX Average: 49
Total Number of Accounts


TX Average: 2,315
Average Account Size


TX Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Angelo Ochoa Work History

Angelo has 12 years of experience.

2010 - 2019 (9 years)

University High School, Waco Isd


Angelo Ochoa has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Disciplined Investors, L.L.C

Angelo Ochoa
Waco, TX
Sabrina Moore
Waco, TX
Russell Livesay
Waco, TX
Cheryl Traudt
Waco, TX
Todd Stoner
Waco, TX

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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