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LOGICA CAPITAL ADVISERS, LLC

LOS ANGELES, CA · CRD 168906 · IAPD ↗ · 424-652-9500

$304.6MRegulatory AUM
4Advisory reps
9Employees
0Clients
n/aPlanning clients
4Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
April 2026 — LOGICA CAPITAL ADVISERS, LLC reported RAUM down 44% ($541.0M -> $304.6M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
45
April 2025 — LOGICA CAPITAL ADVISERS, LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — LOGICA CAPITAL ADVISERS, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — LOGICA CAPITAL ADVISERS, LLC crossed $500M in regulatory AUM ($319.8M -> $522.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
April 2024 — LOGICA CAPITAL ADVISERS, LLC notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2024 — LOGICA CAPITAL ADVISERS, LLC reported RAUM up 47% ($217.7M -> $319.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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