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ADVISOR LOGISTICS, LLC
CRD 292784File 801-112585
APPROVED
Filing as of Mar 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$6.29B
Top 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $6.29B
Clients
16
28,000 accounts
Employees
6
Top 10% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Mar 9, 2018
- Principal office
- 1415 E BLANCO RD, SUITE 8, BOERNE, TX, 78006
- Phone
- 210-346-8321
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $6.29B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $6.29B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 28,000
- Total accounts
- 28,000
- AUM per client
- $393.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 16 | $6.29B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.