L
Logical Investments, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$45,731,846
Clients
77
42% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
77
Very HighAverage account size
$593,920
About
Logical Investments serves individual investors (including both high‑net‑worth and non‑HNW clients), corporate entities, and limited partners of its pooled investment vehicle. The firm provides discretionary portfolio management, periodic financial planning and tax consulting, and administers a hedged equity pooled vehicle on behalf of limited partners.
The firm typically implements advice through model-based portfolios that include a prevalent hedge component to limit equity risk and which are reviewed at least quarterly after an initial fact‑finding meeting. Its investment process combines fundamental and statistical analysis and applies core diversification alongside options‑based alternative income strategies and momentum‑based programmed trading, with human oversight of trade transmissions.
What distinguishes the firm from many peers is that it acts as founder, general partner and investment manager of Oakstone Hedged Equity, LP and performs investment supervisory and administrative services for that pooled vehicle — a capability uncommon for firms of this size. The firm is relatively small (one registered advisor, roughly $45.7 million in discretionary AUM across about 77 clients), generally maintains discretionary authority over client accounts, limits client‑imposed trading restrictions, and does not vote client proxies.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Tax-loss harvesting
Wealth management
Fee options
Generally 1.0% annually, up to a maximum of 1.5% annually, fees vary by client circumstances
Rarely utilized commission basis disclosed to clients beforehand
For Oakstone Hedge Fund limited partners only, typical 20% performance incentive bonus per PPM but currently not charged to any limited partners due to side letter agreements
Account minimum: $5,000 Fee-only: Advisory fees charged as a percentage of assets under management, no commissions for most clients, except rare commission arrangements fully disclosed
Main office location
Logical Investments, LLC
3029 S Sherwood Forest Blvd, Suite 232
Baton Rouge LA 70816, United States
Number of offices
1
Most active in
Logical Investments, LLC has reported serving >5 clients in these states in the last 12 months.
Louisiana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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