Logic Capital Management, LLC

Logic Capital Management, LLC (CRD# 137902) is a financial advisory firm headquartered in Houston, TX. They manage $83,797,809 in 431 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    84
    MILLION
  • Total Number of Accounts
    431
    ACCOUNTS
  • Average Account Value
    $194,426
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Logic Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Toby H. Whitby, CFP®
CRD#: 1771469
7500 San Felipe, Suite 150, Houston, TX 77063
103
Wealthminder
score

Toby Whitby, CFP®  (CRD# 1771469) is an Founder/President  of Logic Capital Management, LLC in Houston, TX and has over 22 years of experience in the finance industry. Thomas Whitby has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

 

Education:  '87 BBA Finance/Financial Planning '90 MBA Finance/Accounting Baylor University, Waco, Texas

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