Advisor Logistics, LLC - Investment Advisers

About Advisor Logistics, LLC

Advisor Logistics provides outsourced trading and portfolio administration services to registered investment advisors. Based in Boerne, the firm implements and manages investment strategies across client portfolios, handling daily trading, rebalancing, and portfolio monitoring. With regulatory assets under management of $6.29 billion, it brings institutional-level expertise among investment advisers in Texas, enabling advisory firms to streamline operations while maintaining focus on client relationships. Founded by Brett Wheeler, a former registered investment advisor who grew his firm to manage over $150 million in assets, Advisor Logistics was created to address the operational demands that can constrain advisory firm growth. The team of six combines experience as former advisors, institutional traders, and portfolio administrators. The firm provides hands-on management of complex tasks—from legacy positions and tax-sensitive strategies to custom cash management—while allowing advisors to retain complete control over their client relationships and investment philosophy.

Key Facts

Assets Under Management

$6.29B

Employees

6

SEC File Number

801-112585