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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

LOGIC CAPITAL MANAGEMENT, LLC

CRD 137902

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:96248cda-f3a1-ccae-0c0f-a73148ab4e1b

Data as of Mar 3, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 7
On other graphs: 0
Observed: Mar 30, 2012 to Mar 3, 2025
13 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $381MItem 5.F on the latest filing (2025-03-03); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $370M
Private client RAUM: $373MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 963
Individual clients: 161
High net worth clients: 107
Custody, client assets: $251M
SEC number: 801-118486
CRD: 137902
Filings on the tape: 13
First filed: Mar 30, 2012
Latest filed: Mar 3, 2025
Organised: Limited Liability Company, TX
Website: logiccapital.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
WHITBY, THOMAS, HOWARD	PRESIDENT AND CHIEF COMPLIANCE OFFICER	E	yes	10/2005	Mar 30, 2012	Mar 26, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Mar 3, 2025	$381M	$370M	3	3	0	n/a	n/a
2023	Mar 26, 2024	$294M	$292M	3	3	0	n/a	n/a
2022	Mar 13, 2023	$227M	$226M	3	3	0	n/a	n/a
2021	Mar 21, 2022	$255M	$253M	3	3	0	n/a	n/a
2020	Mar 25, 2021	$155M	$153M	3	3	0	n/a	n/a
2011	Mar 30, 2012	$55.8M	$53.6M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$381M	$294M	29.6%	$255M	14.3%	3	3	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MISSION WEALTH MANAGEMENT, LP	3	Mar 11, 2025	Jan 28, 2025	HOUSTON, TX	Firm absorbed	RIA to RIA	100.0%

Relationships

Registered with (3)

← THOMAS HOWARD WHITBYAdvisorregistration: previous registration
Feb 8, 2006 to Mar 11, 2025factForm ADV
← DONALD WAYNE ROBERTSAdvisorregistration: previous registration
Nov 9, 2020 to Mar 11, 2025factForm ADV
← PAIGE PICKAR GUINNAdvisorregistration: previous registration
Oct 15, 2020 to Mar 11, 2025factForm ADV

Moved with (1)

→ MISSION WEALTH MANAGEMENT, LPRegistered adviser3 advisors, firm absorbed, same day
Mar 11, 2025 to Jan 28, 2025factForm ADV

Controls (1)

← WHITBY, THOMAS, HOWARDOwnerPRESIDENT AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 30, 2012 to Mar 26, 2024factForm ADV

Dated events

Occurred
May 2, 2025
Left the SEC roster
Logic Capital Management, Llc no longer on the SEC adviser roster (last listed 2025-03-06, RAUM $381.2M)
Form ADVobserved 6 days ago
$381M
Occurred
Mar 11, 2025
Firm absorbed
Logic Capital Management, LLC's advisors moved to Mission Wealth Management, LP (Houston, TX): 3 of 3 registered, on the same day
Form ADVobserved 6 days ago
3 advisors
Occurred
Mar 11, 2025
Advisor changed firm
Paige Pickar Guinn left Logic Capital Management, Llc for Mission Wealth Management, Lp (registered 2025-01-28)
Form ADVobserved 6 days ago
Occurred
Mar 11, 2025
Advisor changed firm
Donald Wayne Roberts left Logic Capital Management, Llc for Mission Wealth Management, Lp (registered 2025-01-28)
Form ADVobserved 6 days ago
Occurred
Mar 11, 2025
Advisor changed firm
Thomas Howard Whitby left Logic Capital Management, Llc for Mission Wealth Management, Lp (registered 2025-01-28)
Form ADVobserved 6 days ago
Occurred
Mar 21, 2022
Regulatory AUM changed
Logic Capital Management, Llc reported RAUM $255.4M, up 64% from $155.3M (2021-08-23 to 2022-03-21)
Form ADVobserved 6 days ago
$100M
Occurred
Mar 20, 2020
First Form ADV filing
Logic Capital Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:96248cda-f3a1-ccae-0c0f-a73148ab4e1b
First observed: Mar 30, 2012
Last observed: Mar 3, 2025 18 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LOGIC CAPITAL MANAGEMENT, LLC

CRD 137902

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:96248cda-f3a1-ccae-0c0f-a73148ab4e1b

Data as of Mar 3, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:57 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

WHITBY, THOMAS, HOWARD

PRESIDENT AND CHIEF COMPLIANCE OFFICER

yes

10/2005

Mar 30, 2012

Mar 26, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Mar 3, 2025

$381M

$370M

n/a

2023

Mar 26, 2024

$294M

$292M

n/a

2022

Mar 13, 2023

$227M

$226M

n/a

2021

Mar 21, 2022

$255M

$253M

n/a

2020

Mar 25, 2021

$155M

$153M

n/a

2011

Mar 30, 2012

$55.8M

$53.6M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$381M

$294M

29.6%

$255M

14.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MISSION WEALTH MANAGEMENT, LP

Mar 11, 2025

Jan 28, 2025

HOUSTON, TX

Firm absorbed

RIA to RIA

100.0%