Mathew Bacon has been Chief Executive Officer of Disciplined Investments since January 2026, is a control person of the firm and directly owns between 10% and 25% of it. Mathew Bacon holds a Bachelor of Science in Finance from the University of Oklahoma.
Disciplined Investments, LLC is a Tulsa, OK firm with $593M under management, 385 clients and 6 advisers across 3 offices, as of its April 2026 filing.
Matt Bacon is a partner with HoganTaylor Wealth and leads the firm's Wealth practice as Chief Executive Officer, which includes investment management, financial planning and tax planning services. He specializes in portfolio management and comprehensive financial planning. Before joining HoganTaylor Wealth he was Vice President of Private Client Services at Charles Schwab & Co., Inc., in Dallas and Tulsa, and he has served as trustee to several high net worth families.
Mathew Bacon’s longest registration is the current one, 17 years at Disciplined Investments since 2009. Before joining Disciplined Investments in 2009, Mathew Bacon was registered through Charles Schwab & Co., Inc.
- Charles Schwab & Co., Inc.– · 8 yearsTulsa, OK · Adviser representative · Firm CRD 5393
Investment adviser representative registrations
Mathew Bacon is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from September 2009; the most recent is Texas, in December 2022.
- OklahomaSince 16 September 2009
- TexasResidentSince 16 December 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 28 December 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 August 1997 |
| Series 7 | General Securities Representative Examination | 7 August 1997 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Mathew Reed Bacon
- CRD
- 2905491
- Firm
- Disciplined Investments · CRD 129696
- Role
- Chief Executive Officer
- Office
- 2222 S. UTICA PLACE SUITE 200, Tulsa, OK 74114-7000
- Registration
- Investment adviser registration
- In the industry since
- June 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- hogantaylorwealth.com
Where does Mathew Bacon work?
Mathew Bacon has been Chief Executive Officer of Disciplined Investments, LLC since January 2026, and is a control person of the firm.
Is Mathew Bacon a financial advisor?
Yes. Mathew Bacon has a current investment-adviser registration in Oklahoma and Texas, through Disciplined Investments since September 2009.
How many years of experience does Mathew Bacon have?
Mathew Bacon has 25 years in the financial industry, since June 2001, across 2 adviser firms.
What exams has Mathew Bacon passed?
Mathew Bacon has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in August 1997.
Where did Mathew Bacon work before Disciplined Investments?
Before Disciplined Investments, Mathew Bacon was registered through Charles Schwab & Co., Inc., February 2001 to May 2009.
Where is Mathew Bacon based?
Mathew Bacon’s registered office is in Tulsa, OK.
Is Mathew Bacon registered with FINRA?
No. Mathew Bacon has no current broker registration.
How can I verify Mathew Bacon’s record?
Search CRD 2905491 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mathew Bacon’s full registration record.