# Advisor Logistics, LLC

> Advisor Logistics, LLC is an SEC-registered investment advisory firm in Boerne, TX, registered since 2018, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 292784
- Filed as: ADVISOR LOGISTICS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boerne, TX
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/292784
- AdvisorCensus page: https://advisorcensus.com/firm/advisor-logistics-llc-boerne-tx-292784

## Quick answers

**How is Advisor Logistics, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Advisor Logistics, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Advisor Logistics, LLC charge?**
Its Form ADV Part 2A brochure dated March 20, 2026 states: Hourly rate: $100 to $150 an hour (consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Advisor Logistics, LLC located?**
Advisor Logistics, LLC's principal office is in Boerne, TX, according to its Form ADV.

**Is Advisor Logistics, LLC registered with the SEC or a state?**
Advisor Logistics, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 292784.

**How much does Advisor Logistics, LLC manage?**
Advisor Logistics, LLC reports $6,289,000,000 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (0% discretionary).

**How have Advisor Logistics, LLC's assets and staff changed since 2021?**
In the Form ADV data for Advisor Logistics, LLC: Regulatory assets under management: $1,050,000,000 in the October 2021 data and $6,289,000,000 in the October 2026 data, up 499%. Total employees: 3 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Advisor Logistics, LLC serve?**
By number of clients on Form ADV Item 5.D: other investment advisers (16).

**Which custodians does Advisor Logistics, LLC use?**
Advisor Logistics, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Advisor Logistics, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/292784

**What changed in Advisor Logistics, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 1 to 2. Regulatory assets under management went from $4,944,010,273 to $6,289,000,000 (+27%). Registered or notice-filed in SD.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 20, 2026)

- Hourly rate: $100 to $150 an hour (consulting)

> Typically, hourly consulting fees may range from $100-$150/hour depending on the advice being sought and delivered.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $6,289,000,000
- Discretionary: $0
- Non-discretionary: $6,289,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 16 | $6,289,000,000 |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2018 (8 years)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: SD, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- advisorlogistics.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,050,000,000 | 3 | March 31, 2021 |
| October 2022 | $1,858,300,000 | 4 | March 28, 2022 |
| October 2023 | $1,804,001,556 | 4 | April 10, 2023 |
| October 2024 | $3,206,816,745 | 4 | August 5, 2024 |
| October 2025 | $4,944,010,273 | 6 | July 18, 2025 |
| October 2026 | $6,289,000,000 | 6 | March 20, 2026 |

Regulatory assets under management: $1,050,000,000 in the October 2021 data and $6,289,000,000 in the October 2026 data, up 499%.
Total employees: 3 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 1 to 2.
- Regulatory assets under management went from $4,944,010,273 to $6,289,000,000 (+27%).
- Registered or notice-filed in SD.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Advisor Logistics, LLC (CRD 292784): Form ADV filing data as of October 2026.