ADVISOR LOGISTICS, LLC

Overview

Advisor Logistics, LLC is an SEC-registered advisory firm that serves an institutional client base and shows a clear tilt toward publicly traded equities. The firm is structured as a limited liability company and has managed assets since its 2018 SEC registration. Its reporting indicates it operates primarily on a non-discretionary basis, which suggests it provides model construction, advisory guidance and implementation oversight while clients (or client custodians) retain final trading authority. Investment activity centers on exchange-traded securities and mutual funds, with equities identified as the dominant preference. Fee arrangements are flexible across clients and include percentage-of-AUM fees alongside hourly and fixed-fee engagements. The firm does not identify itself as an active ESG investor and does not position as a pension consultant, capital allocator or related adviser in its disclosures.

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Public Holdings

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Location & Offices