# Equity Logic

> Equity Logic is a state-registered investment advisory firm in La Jolla, CA, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 23, 2026.

- CRD: 154870
- Filed as: EQUITY LOGIC
- Legal name: Equity Logic, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: La Jolla, CA
- Filing period: October 2026
- Form ADV filing dated: June 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/154870
- AdvisorCensus page: https://advisorcensus.com/firm/equity-logic-la-jolla-ca-154870

## Quick answers

**How is Equity Logic compensated?**
On its Form ADV (Item 5.E, October 2026), Equity Logic reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.

**Where is Equity Logic located?**
Equity Logic's principal office is in La Jolla, CA, according to its Form ADV.

**Is Equity Logic registered with the SEC or a state?**
Equity Logic is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 154870.

**How much does Equity Logic manage?**
Equity Logic reports $12,000,000 in regulatory assets under management in its Form ADV filing dated June 23, 2026 (100% discretionary).

**What types of clients does Equity Logic serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (32).

**Does Equity Logic report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/154870

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $12,000,000
- Discretionary: $12,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 32 | $12,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2018 (8 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- equitylogic.net

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Equity Logic (CRD 154870): Form ADV filing data as of October 2026.