Todd Stoner has been Managing Member and Chief Compliance Officer of Disciplined Investors since October 1998, is a control person of the firm and directly owns between 50% and 75% of it. Todd Stoner holds an MBA from Cornell University. Todd Stoner studied at 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.
Todd Stoner is President, Investment Advisor of Disciplined Investors, based in Waco. After working at the headquarters of Hewlett-Packard in California, he became a financial manager at Plantation Foods in Waco in 1989. In 1998 he decided to make investment management his full-time job and started Disciplined Investors.
- – present · 23 yearsWaco, TX · Adviser representative · Firm CRD 114614
Investment adviser representative registrations
Todd Stoner is registered as an investment adviser representative in Texas, since July 2003.
- TexasSince 28 July 2003
Examinations
No examinations are on Todd Stoner’s record.
- Full name
- Todd David Stoner
- CRD
- 4460047
- Firm
- Disciplined Investors · CRD 114614
- Role
- Managing Member and Chief Compliance Officer
- Office
- 100 N. 6TH ST., SUITE 500, Waco, TX 76701
- Registration
- Investment adviser registration
- In the industry since
- July 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- dinvestors.com
Where does Todd Stoner work?
Todd Stoner has been Managing Member and Chief Compliance Officer of Disciplined Investors, L.L.C. since October 1998, and is a control person of the firm.
Is Todd Stoner a financial advisor?
Yes. Todd Stoner has a current investment-adviser registration in Texas, through Disciplined Investors since July 2003.
How many years of experience does Todd Stoner have?
Todd Stoner has 23 years in the financial industry, since July 2003, across 1 adviser firm.
Where is Todd Stoner based?
Todd Stoner’s registered office is in Waco, TX.
Is Todd Stoner registered with FINRA?
No. Todd Stoner has no current broker registration.
How can I verify Todd Stoner’s record?
Search CRD 4460047 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Todd Stoner’s full registration record.
