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LOGIC CAPITAL MANAGEMENT, LLC

HOUSTON, TX · CRD 137902 · IAPD ↗ · logiccapital.com · 713-781-1475

$381.2MRegulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2025 — LOGIC CAPITAL MANAGEMENT, LLC (HOUSTON, TX) left the SEC roster (was $381.2M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
63
March 2025 — LOGIC CAPITAL MANAGEMENT, LLC reported RAUM up 30% ($294.1M -> $381.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
April 2024 — LOGIC CAPITAL MANAGEMENT, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — LOGIC CAPITAL MANAGEMENT, LLC reported RAUM up 29% ($227.3M -> $294.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.