Advisor Logistics, LLC (San Antonio)

Name: Advisor Logistics, LLC
Address: 1919 Oakwell Farms Parkway, San Antonio, TX, 78218
Telephone: 210-686-0332

Advisor Logistics, LLC is a large advisory firm based in San Antonio. It manages $200 million of regulatory assets for 916 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Texas.

Advisor Logistics provides investment advisors. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Advisor Logistics: assets under management

The assets under management (AUM) of Advisor Logistics, LLC is $200 million. The company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in investment and business development companies the most. They account for 50% of the total AUM. The second-largest asset type is exchange traded securities, which make up 50% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Advisor Logistics, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Advisor Logistics serves?

The only and largest group of clients of Advisor Logistics is other investment advisers with 5 clients and $200 million of assets under management. Among the 11 most similar advisory firms, Advisor Logistics has the highest percentage of other investment advisers out of all clients.

The amount of regulatory assets under management is $200 million for 5 clients. None of the firm’s clients are foreign persons or businesses.

Advisor Logistics doesn't advise any private funds.

Careers at Advisor Logistics, LLC

The company employs 4 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Brett Olan Wheeler	Cco	1 Jan 2018	50% - 75%	5472903
Patrick Leo Keel	Member	1 Jan 2018	50% - 75%	5999406
Brett O Wheeler	Cco	1 Jan 2018	50% - 75%	5472903

Based in San Antonio

The principal office where Advisor Logistics, LLC performs its advisory services is located at 1919 Oakwell Farms Parkway, San Antonio, TX 78218, 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 210-686-0332. The normal business hours are 8:30-4:30pm cst on Monday - Friday. You can find more information about the New York firm at advisorlogistics.com/.