Logan Stone
Logan Stone is an SEC-registered wealth manager in Chicago, IL with $664.3M assets under management (AUM, regulatory AUM), +29% over one year. See who owns Logan Stone: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 311547, SEC 801-120099, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $664.3M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Chicago, IL
- Employees
- 3
- Clients
- 13
- CRD
- 311547
- Ownership
- HERMAN, MATTHEW, ANDREWS; LEFFLER, MATTHEW, DURAND; CLARK, WALTER, HENRY
How much AUM does Logan Stone have?
Logan Stone reported $664.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Logan Stone?
Disclosed owners and executives of Logan Stone include HERMAN, MATTHEW, ANDREWS, LEFFLER, MATTHEW, DURAND, CLARK, WALTER, HENRY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.