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- Custodian
- Charles Schwab & Company · Interactive Brokers · UBS
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-19-2011
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 77 clients, or 77 clients per representative. That equates to $593.9K in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on March 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full Logical Investments, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JEFFRY LYNN COBB
Chief Compliance Officer, Managing Member, Portfolio Manager
- CRD
- #4433786
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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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
SMA allocation detail is available
Logical Investments, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.