Russell Livesay has been Managing Member of Disciplined Investors since December 2010, is a control person of the firm and directly owns between 50% and 75% of it. Russell Livesay holds a BBA in Accounting from Baylor University and a Master's degree in Accounting from Baylor University.
Disciplined Investors, L.L.C. is a Waco, TX firm with $942M under management, 528 clients and 8 advisers in one office, as of its March 2026 filing.
Russell Livesay is Partner, Investment Advisor of Disciplined Investors, based in Waco. He helps individual wealth management clients navigate the markets and prepare for retirement, and helps design and implement company 401(k) plans. He worked with Arthur Andersen in Dallas in its audit and business-consulting division from 1999 to 2002, then managed two businesses and served as President of Med-Equip, a regional medical-equipment company, for two years before joining the firm.
- – present · 19 yearsWaco, TX · Adviser representative · Firm CRD 114614
Investment adviser representative registrations
Russell Livesay is registered as an investment adviser representative in Texas, since May 2007.
- TexasSince 24 May 2007
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 May 2007 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Russell Clarke Livesay
- CRD
- 5328236
- Firm
- Disciplined Investors · CRD 114614
- Role
- Managing Member
- Office
- 100 NORTH 6TH STREET, SUITE 500, Waco, TX 76701
- Registration
- Investment adviser registration
- In the industry since
- May 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- dinvestors.com
Where does Russell Livesay work?
Russell Livesay has been Managing Member of Disciplined Investors, L.L.C. since December 2010, and is a control person of the firm.
Is Russell Livesay a financial advisor?
Yes. Russell Livesay has a current investment-adviser registration in Texas, through Disciplined Investors since May 2007.
How many years of experience does Russell Livesay have?
Russell Livesay has 19 years in the financial industry, since May 2007, across 1 adviser firm.
What exams has Russell Livesay passed?
Russell Livesay passed the Series 65 in May 2007.
Where is Russell Livesay based?
Russell Livesay’s registered office is in Waco, TX.
Is Russell Livesay registered with FINRA?
No. Russell Livesay has no current broker registration.
How can I verify Russell Livesay’s record?
Search CRD 5328236 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Russell Livesay’s full registration record.
