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The Logix Group, LLC (Cleveland)


The Logix Group, LLC is a large advisory firm based in Cleveland. It manages $32.76 million of regulatory assets for 72 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Ohio.

The Logix Group provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

The Logix Group: assets under management

The assets under management (AUM) of The Logix Group, LLC is $32.76 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 198% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $32.76 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $454.94 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay The Logix Group, 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.

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Ronald B. Cohen President 1 Dec 1982 75% - 100% 4502474
Ronald Bert Cohen President 1 Dec 1982 75% - 100% 4502474
Abraham Feldesman President 1 Nov 1986 75% - 100% 205834
James P. Mooney General partner 1 Aug 2000 75% - 100% 4509457

Based in Cleveland

The principal office where The Logix Group, LLC performs its advisory services is located at 2 Bratenahl Place, Cleveland, OH 44108, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 216-249-4119 or by fax 216-249-4118. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday.


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