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Logical Investments, LLC (Baton Rouge)


Logical Investments, LLC is a related adviser based in Baton Rouge. It manages $18 million of regulatory assets for 74 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Louisiana.

Logical Investments provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Logical Investments: assets under management

The assets under management (AUM) of Logical Investments, LLC is $18 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $18 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $243.24 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Logical Investments, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Baton Rouge

The principal office where Logical Investments, LLC performs its advisory services is located at 11949 Bricksome, Baton Rouge, LA 70816, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 225-291-9393 or by fax 225-291-9323. The normal business hours are 9am to 5pm on Monday - Friday.


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