Logical Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Logical Investments serves individual investors (including both high‑net‑worth and non‑HNW clients), corporate entities, and limited partners of its pooled investment vehicle. The firm provides discretionary portfolio management, periodic financial planning and tax consulting, and administers a hedged equity pooled vehicle on behalf of limited partners.
The firm typically implements advice through model-based portfolios that include a prevalent hedge component to limit equity risk and which are reviewed at least quarterly after an initial fact‑finding meeting. Its investment process combines fundamental and statistical analysis and applies core diversification alongside options‑based alternative income strategies and momentum‑based programmed trading, with human oversight of trade transmissions.
What distinguishes the firm from many peers is that it acts as founder, general partner and investment manager of Oakstone Hedged Equity, LP and performs investment supervisory and administrative services for that pooled vehicle — a capability uncommon for firms of this size. The firm is relatively small (one registered advisor, roughly $45.7 million in discretionary AUM across about 77 clients), generally maintains discretionary authority over client accounts, limits client‑imposed trading restrictions, and does not vote client proxies.
Client services
Expertise
Fee options
Generally 1.0% annually, up to a maximum of 1.5% annually, fees vary by client circumstances
Rarely utilized commission basis disclosed to clients beforehand
For Oakstone Hedge Fund limited partners only, typical 20% performance incentive bonus per PPM but currently not charged to any limited partners due to side letter agreements
Account minimum: $5,000 Fee-only: Advisory fees charged as a percentage of assets under management, no commissions for most clients, except rare commission arrangements fully disclosed
Main office
11949 Bricksome, Suite #A
Baton Rouge LA 70816
Advisors at this office
1
Most active in
Louisiana · Texas
Also doing business as
Logical Investment Solutions LLC · Logical Investments, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")