# Logan Stone

> 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.

- CRD: 311547
- Filed as: LOGAN STONE
- Legal name: Logan Stone Capital LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311547
- AdvisorCensus page: https://advisorcensus.com/firm/logan-stone-chicago-il-311547

## Quick answers

**How is Logan Stone compensated?**
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.

**Where is Logan Stone located?**
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).

**Is Logan Stone registered with the SEC or a state?**
Logan Stone is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 311547.

**How much does Logan Stone manage?**
Logan Stone reports $664,260,217 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Logan Stone's assets and staff changed since 2021?**
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.

**What types of clients does Logan Stone serve?**
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).

**Which custodians does Logan Stone use?**
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.

**Does Logan Stone 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/311547

**Does Logan Stone state an account minimum?**
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."

**What changed in Logan Stone's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $513,147,534 to $664,260,217 (+29%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> Investors in the Funds are generally subject to a minimum investment amount of $250,000 but we may waive this minimum.

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.

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: $664,260,217
- Discretionary: $664,260,217
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 7 | $8,665,115 |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $655,595,102 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Chicago, IL

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $209,515,380 | 3 | December 4, 2020 |
| October 2022 | $262,469,000 | 3 | May 13, 2022 |
| October 2023 | $540,775,596 | 3 | March 31, 2023 |
| October 2024 | $805,386,945 | 3 | March 28, 2024 |
| October 2025 | $513,147,534 | 3 | March 31, 2025 |
| October 2026 | $664,260,217 | 3 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $513,147,534 to $664,260,217 (+29%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Logan Stone (CRD 311547): Form ADV filing data as of October 2026.