Equity Logic
RIASEC Registered
Total AUM
$12M
Discretionary
$12M
100% of AUM
Avg account
$375K
Accounts
32
Employees
2
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 154870
- Website
- www.equitylogic.net
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Equity Logic is an LLC that provides discretionary portfolio management primarily for individuals, families and small businesses, and also works with business or institutional clients. The firm is owned by an individual and operates under a fee model that includes a percentage-of-AUM component, performance-based fees, and other fee arrangements. It does not market itself as an ESG investor, is not registered as a multi-state adviser, and does not identify as a pension consultant or a related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1Thomas Kee
CEOCRD 2369405
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Capital Management Services
RIAAUM $12MTEAM 1REPS 1
SCW Wealth Management, LLC
RIAAUM $12MTEAM 1REPS 1
Sueing Investments, LLC
RIADallas, TX
AUM $12MREPS 1
Arbor Capital Management, LLC
RIASan Mateo, CA
AUM $12MTEAM 2REPS 2
Mill Creek Investment Management
RIAAUM $12MTEAM 1REPS 1
Aris Capital Strategies, LLC
RIAAUM $12MTEAM 2REPS 2