Logic Capital Management, LLC
Logic Capital Management, LLC (CRD# 137902) is a financial advisory firm headquartered in Houston, TX. They manage $83,797,809 in 431 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management84MILLION
Total Number of Accounts431ACCOUNTS
Average Account Value$194,426
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
Toby Whitby, CFP® (CRD# 1771469) is an Founder/President of Logic Capital Management, LLC in Houston, TX and has over 22 years of experience in the finance industry. Thomas Whitby has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Education: '87 BBA Finance/Financial Planning '90 MBA Finance/Accounting Baylor University, Waco, Texas