# The Logan Group Securities

> The Logan Group Securities is a state-registered investment advisory firm in Granite Bay, CA, registered since 2002, with no regulatory assets under management reported in its Form ADV filing dated August 25, 2026.

- CRD: 40259
- Filed as: THE LOGAN GROUP SECURITIES
- Legal name: Logan, Kevin Christopher
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Granite Bay, CA
- Filing period: October 2026
- Form ADV filing dated: August 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/40259
- AdvisorCensus page: https://advisorcensus.com/firm/the-logan-group-securities-granite-bay-ca-40259

## Quick answers

**How is The Logan Group Securities compensated?**
On its Form ADV (Item 5.E, October 2026), The Logan Group Securities reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is The Logan Group Securities located?**
The Logan Group Securities' principal office is in Granite Bay, CA, according to its Form ADV.

**Is The Logan Group Securities registered with the SEC or a state?**
The Logan Group Securities is a state-registered investment advisory firm, registered since 2002. Status as filed: APPROVED. CRD 40259.

**Does The Logan Group Securities report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/40259

## From the Form ADV filing

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |

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

### Firm details
- Registered since: 2002 (24 years)
- Employees: 0 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.E(2): Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/40259

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Logan Group Securities (CRD 40259): Form ADV filing data as of October 2026.