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Equity Logic, LLC (Rancho Santa Fe)


Equity Logic, LLC is an adviser based in Rancho Santa Fe. It manages $1.5 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.

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Equity Logic provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Equity Logic: assets under management

The assets under management (AUM) of Equity Logic, LLC is $1.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $150 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Equity Logic, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Rancho Santa Fe

The principal office where Equity Logic, LLC performs its advisory services is located at 5603 Avenida Del Parque, Rancho Santa Fe, CA 92091 The mailing address of the firm is Po Box 922, La Jolla, CA 92038. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-999-9033 or by fax 866-213-2067. The normal business hours are 5-7 am. on Monday - Friday. You can find more information about the New York firm at www.equitylogic.net.


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