Advisor Logistics, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boerne, TX. Its latest Form ADV filing, dated March 20, 2026, reports $6.3B in regulatory assets under management, 6 employees, 1 office, and 28,000 accounts.
Assets Under Management
$6.3B
Employees
6
Offices
1 office
Total Clients
16
Primary office
BOERNE, TX
1415 E BLANCO RD, SUITE 8, BOERNE, TX, United States
Top client segmentOther Advisers represent 100.0% of total clients.
Top client categories% of clientsClients
1
Other Advisers
100.0%
16
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.3Bas of March 20, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$6.3B
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$6.3B
Total Accounts28,000
10Y AUM Change+$6.3B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee3:1
10Y Employee Change+4 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.