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LOGAN STONE

CHICAGO, IL · CRD 311547 · IAPD ↗ · loganstonecap.com · 312-858-1670

$664.3MRegulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — LOGAN STONE reported RAUM up 29% ($513.1M -> $664.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
48
April 2025 — LOGAN STONE reported RAUM down 36% ($805.4M -> $513.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
67
April 2024 — LOGAN STONE reported RAUM up 49% ($540.8M -> $805.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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