ADVISOR LOGISTICS, LLC

Adviser information for ADVISOR LOGISTICS, LLC last updated from Form ADV on October 25th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Texas, United States

Employees

Total Number of Employees	4
Investment Advisory/Research	1
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	1
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	0	$0
Non-Discretionary	10,000	$1.8B
Total	10,000	$1.8B

Clients

Type	Number	RAUM
Individuals	0	$0
HNW Individuals	0	$0
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	14	$1.8B
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	10
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	0

Services

Advisory Services	INVESTMENT ADVISORS
Compensation	% of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number	801-112585
SEC ERA File Number	801-112585
SEC CIK Numbers	None
SEC CRD Numbers	292784
Legal Entity Identifier	None

Principal Office

1415 E BLANCO RD
SUITE 8
BOERNE
TX
United States

Monday - Friday, 8:30-4:30PM CST

Tel: 210-487-1566, Fax: None

Websites

advisorlogistics.com/

Chief Compliance Officer

BRETT WHEELER

CCO

1415 E BLANCO RD SUITE 8

BOERNE

United States

Tel: 210-487-1566

B****@*******************M

(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners