Advisor Logistics, LLC
● SEC registered since 2018CRD 292784SEC# 801-112585Boerne, TX
Reg. AUM
$6.29B
Employees
6
Accounts
28,000
Location
Boerne, TX
Advisor Logistics, LLC assets under management
Advisor Logistics, LLC is an SEC-registered investment adviser based in Boerne, TX. The firm has been registered since 2018. It reports $6.3 billion in regulatory assets under management and employs 6 people.
Advisor Logistics, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett Olan Wheeler Control | Cco | Under 5% | 2018 |
| Validus Holdings, LLC Control | Sole Member | Over 75% | 2025 |
| Damon M Deru Control | Member | 25-50% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Advisor Logistics, LLC manage?
Advisor Logistics, LLC reports $6.3 billion in regulatory assets under management on its Form ADV.
How many employees does Advisor Logistics, LLC have?
Advisor Logistics, LLC reports 6 employees.
Where is Advisor Logistics, LLC located?
Advisor Logistics, LLC is based in Boerne, TX and has been SEC-registered since 2018.
Does Advisor Logistics, LLC disclose fund performance?
Advisor Logistics, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1415 E Blanco Rd, Suite 8, Boerne, TX 78006 |
| Phone | 210-346-8321 |
| Office hours | 8:30-4:30p.m. Cst |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$6.29B▲ 27%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 11%
Larger than 89% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$6.29Bregulatory AUM
Discretionary $0Non-discretionary $6.29B