# Logical Investments, LLC

> Logical Investments, LLC is a state-registered investment advisory firm in Baton Rouge, LA, registered since 2011, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 15, 2026.

- CRD: 155428
- Filed as: LOGICAL INVESTMENTS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Baton Rouge, LA
- Filing period: October 2026
- Form ADV filing dated: September 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/155428
- AdvisorCensus page: https://advisorcensus.com/firm/logical-investments-llc-baton-rouge-la-155428

## Quick answers

**How is Logical Investments, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Logical Investments, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Logical Investments, LLC located?**
Logical Investments, LLC's principal office is in Baton Rouge, LA, according to its Form ADV.

**Is Logical Investments, LLC registered with the SEC or a state?**
Logical Investments, LLC is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 155428.

**How much does Logical Investments, LLC manage?**
Logical Investments, LLC reports $45,731,846 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (100% discretionary).

**What types of clients does Logical Investments, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (45); high net worth individuals (32).

**Does Logical Investments, LLC 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/155428

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $45,731,846
- Discretionary: $45,731,846
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 45 | $8,558,719 |
| High net worth individuals | 32 | $37,173,127 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### 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: 2011 (15 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Logical Investments, LLC (CRD 155428): Form ADV filing data as of October 2026.