ADVISOR LOGISTICS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $6.29B |
| Discretionary | $00% of AUM |
| Non-Discretionary | $6.29B |
| Client Accounts | 28,000 |
| Avg Account Size | $225K |
| Employees | 6 |
| Peak AUM | $6.29BMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $6.3B | +27.2% | +51.6% | +43.1% | |
| Non-Disc. AUM | $6.3B | ||||
Key Metrics
| Total AUM | $6.29B |
| Discretionary | $0 |
| Employees | 6 |
| Client Accounts | 28000 |
Contact & Location
Address
1415 E BLANCO RD
BOERNE TX 78006
Phone
210-346-8321
Filing History
17 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$0
0.0% of AUM
Non-Discretionary
$6.3B
100.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported