Equity Logic
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$12,000,000
Clients
32
100% high-net-worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
32
HighAverage account size
$375,000
About
Equity Logic provides discretionary portfolio management primarily to high‑net‑worth individuals and to institutional or third‑party clients who meet the firm’s qualification thresholds. The firm focuses on US‑listed equities and ETF-based strategies and operates virtually with cloud‑based client documentation and communications.
Investment decisions are guided by a multi‑horizon market analysis and executed through ETF‑centric, rule‑based strategies that include core S&P‑linked approaches as well as amplified‑exposure “ultra” and leveraged long/short programs. Strategies are generally implemented consistently across accounts under discretionary authority, with client‑specific customization available only by mutual consent for select situations.
What differentiates Equity Logic from many peers is its use of performance‑based compensation arrangements tied to particular strategies and benchmark outcomes—available only to clients who meet qualified‑client standards—which is uncommon for firms of this size. The firm also emphasizes aggressive long/short and leveraged ETF tactics, mitigates conflicts through transparent, rule‑based processes, and does not maintain custody of client assets.
Client services
Portfolio management
Expertise
Active portfolio management
Tax-loss harvesting
Fee options
$0 - $5,000,000: 1% AUM (Evitar Corte) to 2% AUM (LETS and ULTRA CORE) depending on strategy $5,000,000 - $10,000,000: 10% management fee discount on standard rates $10,000,000 - $50,000,000: 20% management fee discount on standard rates $50,000,000+: 30% management fee discount on standard rates
20% performance fees for ULTRA Evitar Corte (on profits exceeding S&P 500), and 20% participation fees on CORE Portfolio, ULTRA CORE, LETS strategies; negotiable for Bond Accounts; apply only to qualified clients
Account minimum: $500,000 minimum investment for direct clients; $100,000 minimum via advisors
Main office location
Equity Logic
Rancho Santa Fe CA, United States
Number of offices
1
Most active in
Equity Logic has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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