ADVISOR LOGISTICS, LLC
CRD #292784 SEC #801-112585 BOERNE, TX 210-346-8321
SEC Registered
Total AUM
$4.9B
Discretionary
$0
Employees
6
Clients
0
Accounts
20,350
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $4.9B | $0 | $4.9B | 6 | 0 |
| Jul 2025 | $4.9B | $0 | $4.9B | 6 | 0 |
| Mar 2025 | $4.9B | $0 | $4.9B | 6 | 0 |
| Aug 2024 | $3.2B | $0 | $3.2B | 4 | 0 |
| Apr 2024 | $3.2B | $0 | $3.2B | 4 | 14 |
| Oct 2023 | $1.8B | $0 | $1.8B | 4 | 10 |
| Apr 2023 | $1.8B | $0 | $1.8B | 4 | 10 |
| Mar 2022 | $1.9B | $0 | $1.9B | 4 | 10 |
| Mar 2021 | $1.1B | $0 | $1.1B | 3 | 9 |
| Jun 2020 | $500M | $0 | $500M | 3 | 6 |
| Feb 2020 | $500M | $0 | $500M | 3 | 6 |
| Mar 2019 | $200M | $0 | $200M | 4 | 5 |
| Jul 2018 | $172M | $0 | $172M | 4 | 0 |
| May 2018 | $0 | $0 | $0 | 4 | 0 |
| Feb 2018 | $0 | $0 | $0 | 2 | 0 |
| Feb 2018 | $0 | $0 | $0 | 2 | 0 |
DateSep 2025
Total AUM$4.9B
Discretionary$0
Non-Disc.$4.9B
Employees6
Clients0
DateJul 2025
Total AUM$4.9B
Discretionary$0
Non-Disc.$4.9B
Employees6
Clients0
DateMar 2025
Total AUM$4.9B
Discretionary$0
Non-Disc.$4.9B
Employees6
Clients0
DateAug 2024
Total AUM$3.2B
Discretionary$0
Non-Disc.$3.2B
Employees4
Clients0
DateApr 2024
Total AUM$3.2B
Discretionary$0
Non-Disc.$3.2B
Employees4
Clients14
DateOct 2023
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees4
Clients10
DateApr 2023
Total AUM$1.8B
Discretionary$0
Non-Disc.$1.8B
Employees4
Clients10
DateMar 2022
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees4
Clients10
DateMar 2021
Total AUM$1.1B
Discretionary$0
Non-Disc.$1.1B
Employees3
Clients9
DateJun 2020
Total AUM$500M
Discretionary$0
Non-Disc.$500M
Employees3
Clients6
DateFeb 2020
Total AUM$500M
Discretionary$0
Non-Disc.$500M
Employees3
Clients6
DateMar 2019
Total AUM$200M
Discretionary$0
Non-Disc.$200M
Employees4
Clients5
DateJul 2018
Total AUM$172M
Discretionary$0
Non-Disc.$172M
Employees4
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateFeb 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0