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LOGIX INVESTMENTS LLC

CLEVELAND, OH · CRD 288382 · IAPD ↗ · logixinvestment.com · 216-861-1148

$100.4MRegulatory AUM
3Advisory reps
5Employees
5Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
May 2026 — LOGIX INVESTMENTS LLC (CLEVELAND, OH) left the SEC roster (was $100.4M 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
25
November 2024 — LOGIX INVESTMENTS LLC changed its website from logixsv.com to logixinvestment.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
November 2024 — LOGIX INVESTMENTS LLC reported RAUM down 42% ($205.9M -> $118.6M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
45
August 2024 — LOGIX INVESTMENTS LLC reported RAUM down 45% ($376.3M -> $205.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
70
April 2024 — LOGIX INVESTMENTS LLC grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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