L
CRD: 155428
Logical Investments, LLC
Baton Rouge, LA, 70816
2259312054
$45.7M Total AUM
$45.7M Disc. AUM
-- 3Y CAGR
2 Employees
77 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers · UBS
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-19-2011
- Office Locations
- 1
Office Locations
11949 Bricksome Suite #A Baton Rouge LA
About Logical Investments, LLC
Logical Investments, LLC is a Baton Rouge-based RIA. The firm has been operating for 15 years. Managing $45.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$45.7M AVG AUM / ADVISOR
$593.9K AVG AUM / CLIENT
15.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Vital Signal insight Legacy Insight vector
Client Personas
Vertex
Investment Themes
Crest ember North
Investment Vehicles
Zenith vital Wave
Services
Momentum Alpha capital Insight ember Beacon
Owner & Executives
J
JEFFRY LYNN COBB
Chief Compliance Officer, Managing Member, Portfolio Manager
- CRD
- #4433786
- Ownership
- 75% or more
(231) 400-3698
foundation.wave@alphacapital.com
in linkedin.com/in/harbor-atlas
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,731,846 | -- |
| Non-Discretionary | $0 | -- |
| Total | $45,731,846 | -- |
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Separately Managed Accounts
Total SMA Asset: $45,731,846
Equity - Exchange:
16.0% U.S. Government/Agency:
27.5% Cash:
24.3% Derivatives:
32.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,088,442,029 | 16.0% |
| U.S. Government/Agency | $1,870,759,737 | 27.5% |
| Cash | $1,653,071,331 | 24.3% |
| Derivatives | $2,190,489,583 | 32.2% |
| Total | $6,802,762,680 | 100.0% |