Logic Capital Management, LLC

Logic Capital Management, LLC (CRD# 137902) is a financial advisory firm headquartered in Houston, TX. They manage $294,108,753 in 860 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
7500 San Felipe, Suite 150, Houston, TX 77063
http://www.logiccapital.com
By the Numbers
  • Total Assets Under Management
    294
    MILLION
  • Total Number of Accounts
    860
    ACCOUNTS
  • Average Account Value
    $341,987
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, LA, TX

Financial Advisors at Logic Capital Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Paige Guinn, financial advisor Houston TX
Paige P. Guinn
CRD#: 4360856
7500 San Felipe, Suite 150, Houston, TX 77063

Paige Guinn (CRD# 4360856) is an Investment Advisor Representative working at Logic Capital Management, LLC in Houston, TX and has over 16 years of experience in the finance industry.

2
Donald Roberts, financial advisor Houston TX
Donald W. Roberts
CRD#: 2689734
7500 San Felipe, Suite 150, Houston, TX 77063

Donald Roberts (CRD# 2689734) is an Investment Advisor Representative working at Logic Capital Management, LLC in Houston, TX and has over 27 years of experience in the finance industry.

3
Toby Whitby, CFP®, financial advisor Houston TX
Toby H. Whitby, CFP®
CRD#: 1771469
7500 San Felipe, Suite 150, Houston, TX 77063

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

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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