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Stephen Michael Logan

SHOALS CAPITAL MANAGEMENT L.P.·ARLINGTON, Virginia
Unclaimed Profile
1010 N GLEBE RD, SUITE 730, ARLINGTON, VA 22201CRD# 4278606Firm CRD# 288201
01

About

Stephen Michael Logan is a registered financial advisor based in ARLINGTON, Virginia, affiliated with SHOALS CAPITAL MANAGEMENT L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
SHOALS CAPITAL MANAGEMENT L.P.
SHOALS CAPITAL
AUM
$494M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at SHOALS CAPITAL MANAGEMENT L.P. →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4278606
Firm CRD# 288201
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Stephen Michael Logan offer?
Stephen Michael Logan specializes in Retirement Planning, Wealth Management. Contact their office in ARLINGTON, Virginia for a consultation.
What are Stephen Michael Logan's credentials?
Stephen Michael Logan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Michael Logan located?
Stephen Michael Logan is based in ARLINGTON, Virginia, working with SHOALS CAPITAL MANAGEMENT L.P.. Their office serves clients in the ARLINGTON metropolitan area and surrounding communities.
How does Stephen Michael Logan charge for services?
Stephen Michael Logan's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SHOALS CAPITAL MANAGEMENT L.P.?
SHOALS CAPITAL MANAGEMENT L.P. has approximately 9 employees and manages $494M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Virginia
RICHMOND (555)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)RESTON (142)
City Guides
RICHMOND GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA GuideRESTON Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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