Disciplined Investors, L.L.C

Investment Advisor
in Waco, TX

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About this Advisor

Cheryl Traudt is a financial advisor working in Waco, Texas, who has been in the industry for 21 years. Traudt currently works for Disciplined Investors, L.L.C. The advisor has gained experience at Extraco Banks and Disciplined Investors LLC. Traudt maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to work in Texas. Disciplined Investors, L.L.C is a financial advisory company that has its headquarters in Waco, Texas. It has $495 million in assets under management among its 1,213 customer accounts, making it one of the larger firms in the United States by assets under management. Of its 1,213 accounts, 24% belong to high-net-worth investors who have at least $1 million in assets available to invest. Disciplined Investors, L.L.C offers a few services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fees are based on which service is provided. However, fees billed by Disciplined Investors, L.L.C most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years of Experience

21 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

Cheryl Traudt Work History

Cheryl has 21 years of experience.

2017 - Present (5 years)

Disciplined Investors LLC

2001 - 2017 (16 years)

Extraco Banks


Cheryl Traudt 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

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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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