LI
Logical Investments, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 155428
· SEC file 801-72040
· Baton Rouge, LA
☆ Save with Pro
ADV data as of Mar 13, 2026
- Regulatory AUM
- $45.7M
- Discretionary
- $45.7M
- Clients
- 77
- Avg AUM / client
- $594K
- Accounts
- 160
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 45 | $8.6M | 18.7% |
| High net worth individuals | 32 | $37.2M | 81.3% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffry Lynn Cobb | Registered representative | CFP | Jan 2011 (16y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/13/2026 | 985 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 13, 2026.
View current Form ADV (SEC/IAPD) ↗