Investment adviser · CRD 292784
ADVISOR LOGISTICS, LLC
Investment adviser filing (IA)
BOERNE, TX, United States · Form ADV filed Mar 20, 2026
- Regulatory AUM
- $6.29B Form ADV · Item 5.F
- Client accounts
- 28,000 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other investment advisers | 16 | $6,289,000,000 | 100.0% |
Filing source
Form ADV 2052453 · Mar 20, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 20, 2026. View historical filings
Reported services
Not reported in these imported fields
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1415 E BLANCO RD, SUITE 8BOERNE, TX, 78006, United States
CRD 292784
Filing source
Form ADV 2052453 · Mar 20, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.