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ADVISOR LOGISTICS, LLC
CRD 292784File 801-112585
APPROVED
Filing as of Mar 20, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 17 | 16 | decreased by1 |
| Apr 1, 2026 | AUM | $4,944,010,273 | $6,289,000,000 | increased by$1,344,989,727 |
| Apr 1, 2026 | Accounts | 20,350 | 28,000 | increased by7,650 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 6 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 10 | 17 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,858,300,000 | $4,944,010,273 | increased by$3,085,710,273 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 5,450 | 20,350 | increased by14,900 |
| Apr 1, 2022 | Employees | 3 | 4 | increased by1 |
| Apr 1, 2022 | Clients | 9 | 10 | increased by1 |
| Apr 1, 2022 | AUM | $1,050,000,000 | $1,858,300,000 | increased by$808,300,000 |
| Apr 1, 2022 | Accounts | 4,000 | 5,450 | increased by1,450 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ADVISOR LOGISTICS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ADVISOR LOGISTICS” may also match similarly-named firms). Confirm identity against each filing.
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.