{
  "crd_number": 311547,
  "slug": "logan-stone-chicago-il-311547",
  "primary_business_name": "LOGAN STONE",
  "legal_name": "LOGAN STONE CAPITAL LLC",
  "dbas": [],
  "city": "Chicago",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "16980",
  "metro": {
    "cbsa_code": "16980",
    "common_name": "Chicago",
    "msa_name": "Chicago-Naperville-Elgin, IL-IN",
    "path": "/advisors/il/chicago"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-01-04",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 664260217.0,
  "raum_discretionary": 664260217.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 8665115.0,
      "count": 7
    },
    "pooled_investment_vehicles": {
      "raum": 655595102.0,
      "count": 6
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "IL"
  ],
  "websites": [
    "https://loganstonecap.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311547",
  "city_as_filed": "CHICAGO",
  "url": "https://advisorcensus.com/firm/logan-stone-chicago-il-311547",
  "display_name": "Logan Stone",
  "summary": "Logan Stone is an SEC-registered investment advisory firm in Chicago, IL, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Logan Stone (CRD 311547): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Logan Stone compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Logan Stone reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Logan Stone located?",
      "a": "Logan Stone's principal office is in Chicago, IL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Logan Stone registered with the SEC or a state?",
      "a": "Logan Stone is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 311547."
    },
    {
      "q": "How much does Logan Stone manage?",
      "a": "Logan Stone reports $664,260,217 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Logan Stone's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Logan Stone: Regulatory assets under management: $209,515,380 in the October 2021 data and $664,260,217 in the October 2026 data, up 217%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Logan Stone serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (7); pooled investment vehicles (other than investment companies and business development companies) (6)."
    },
    {
      "q": "Which custodians does Logan Stone use?",
      "a": "Logan Stone's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Logan Stone report any disciplinary disclosures?",
      "a": "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/311547"
    },
    {
      "q": "Does Logan Stone state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 says: \"Investors in the Funds are generally subject to a minimum investment amount of $250,000 but we may waive this minimum.\""
    },
    {
      "q": "What changed in Logan Stone's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $513,147,534 to $664,260,217 (+29%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 209515380.0,
      "total_employees": 3,
      "filing_date": "2020-12-04"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 262469000.0,
      "total_employees": 3,
      "filing_date": "2022-05-13"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 540775596.0,
      "total_employees": 3,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 805386945.0,
      "total_employees": 3,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 513147534.0,
      "total_employees": 3,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 664260217.0,
      "total_employees": 3,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $513,147,534 to $664,260,217 (+29%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Investors in the Funds are generally subject to a minimum investment amount of $250,000 but we may waive this minimum."
        ]
      }
    ],
    "quotes": [
      "Investors in the Funds are generally subject to a minimum investment amount of $250,000 but we may waive this minimum."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/logan-stone-chicago-il-311547.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 7,
      "fewer_than_5": false,
      "raum": 8665115.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 655595102.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311547",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}