Unclaimed Profile

Stephen Michael Logan

SHOALS CAPITAL MANAGEMENT L.P.·ARLINGTON, Virginia

Clean recordSHOALS CAPITAL MANAGEMENT L.P.

1010 N GLEBE RD, SUITE 730, ARLINGTON, VA 22201CRD# 4278606Firm CRD# 288201

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephen Michael Logan · ARLINGTON, VA

Registration

CRD #4278606 · SHOALS CAPITAL MANAGEMENT L.P.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

SHOALS CAPITAL MANAGEMENT L.P.

SHOALS CAPITAL

AUM

$494M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SHOALS CAPITAL MANAGEMENT L.P. →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 4278606

Firm CRD# 288201

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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