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Logan D Cox

CABIN ADVISORS
Colleyville, TX
·CRD# 6927720·7 years experience

Professional Summary

Logan D Cox is a registered financial advisor currently at CABIN ADVISORS, LLC located in Colleyville, Texas and CABIN SECURITIES, INC. located in Overland Park, Kansas. Logan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Logan has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

7 years in the financial services industry

Current & Past Employments

CABIN ADVISORS, LLC·CRD# 312547
RIA
Colleyville, TX
January 8, 2026 - Present
CABIN SECURITIES, INC.·CRD# 137608
BD
6240 W 135th Street Suite 214, Overland Park, KS 66223
April 2, 2025 - Present
ARETE WEALTH ADVISORS, LLC·CRD# 145488
RIA
Colleyville, TX
June 30, 2020 - May 1, 2025
ARETE WEALTH MANAGEMENT, LLC·CRD# 44856
BD
Chicago, IL
June 30, 2020 - May 1, 2025
PARK AVENUE SECURITIES LLC·CRD# 46173
RIA
Frisco, TX
March 20, 2020 - July 7, 2020
PARK AVENUE SECURITIES LLC·CRD# 46173
BD
Frisco, TX
October 21, 2019 - July 7, 2020

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Current Firm

CA
CABIN ADVISORS, LLC

CABIN ADVISORS, LLC

CRD#: 312547 / SEC#: 801-132884
RIA
Registered Investment Advisory firm - SEC (5/29/2025 Approved)
Arizona
Registered Investment Advisory firm - Arizona (5/30/2025 Terminated)
California
Registered Investment Advisory firm - California (6/29/2025 Terminated)
Indiana
Registered Investment Advisory firm - Indiana (6/2/2025 Terminated)
Iowa
Registered Investment Advisory firm - Iowa (6/3/2025 Terminated)
Kansas
Registered Investment Advisory firm - Kansas (5/30/2025 Terminated)
Tennessee
Registered Investment Advisory firm - Tennessee (5/30/2025 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

6240 W. 135th Street Suite 214, Overland Park, KS 66223

Phone Number

(913) 933-3351

# of Employees

15

SEC notice filing (36 States and Territories)

Registered to provide investment advisory services in 36 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WM. BRIAN CANDLER - FORM ADV PART 2B (3/27/2026)

Regulatory Assets Under Management

Total Number of Accounts

414

AUM (Assets Under Management)

$220,186,192

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Arno Wealth, LLC; investment related, tax and financial planning services; Rockwall TX 75223 Partner; Start: 12/01/2020; All securities at Arno executed and supervised by Cabin Securities, Inc Member FINRA; All advisory activity supervised through Cabin Advisors LLC Intrinsic Capital Management, LLC, investment related, private fund sponsor. Since April 2025. All securities at Intrinsic are executed and supervised by Cabin Securities, Inc Member FINRA Mater Dei, LLC; not investment related; Address: Dallas, TX 75206; Real Estate Activities; Start: 05/01/2019, personal real estate holdings. SOI LLC: not investment related: Huntsville AL 35801; Collectibles ; minority member; Start Date 08/21/2023 Eric and Logans Sports Card Adventure LLP, Partner, Buying and selling Sports Cards online, not investment related, Colleyville, TX, Start date: 02/2025 Intrinsic Capital Management, LLC, investment related, private fund sponsor. Since April 2025. All securities at Intrinsic are executed and supervised by Cabin Securities, Inc Member FINRA Maple Syrup Ventures; Founding Partner 20% owner as of April 2026; Securities Related; Sourcing venture capital deals, due diligence and general management; 5 hours per week during securities trading hours; capital raising and all securities activity through Cabin Securities Inc, member FINRA.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
CABIN ADVISORS, LLC

CABIN ADVISORS, LLC

CRD#: 312547 / SEC#: 801-132884
RIA
Registered Investment Advisory firm - SEC (5/29/2025 Approved)
Arizona
Registered Investment Advisory firm - Arizona (5/30/2025 Terminated)
California
Registered Investment Advisory firm - California (6/29/2025 Terminated)
Indiana
Registered Investment Advisory firm - Indiana (6/2/2025 Terminated)
Iowa
Registered Investment Advisory firm - Iowa (6/3/2025 Terminated)
Kansas
Registered Investment Advisory firm - Kansas (5/30/2025 Terminated)
Tennessee
Registered Investment Advisory firm - Tennessee (5/30/2025 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(5/2/2025)
RR
Alaska
(4/29/2025)
RR
Arizona
(4/28/2025)
RR
Arkansas
(7/1/2025)
RR
California
(4/9/2025)
RR
Colorado
(5/1/2025)
RR
District of Columbia
(9/26/2025)
RR
Florida
(4/7/2025)
RR
Georgia
(5/8/2025)
RR
Idaho
(4/14/2025)
RR
Illinois
(6/11/2025)
RR
Indiana
(4/29/2025)
RR
Kansas
(4/28/2025)
RR
Louisiana
(5/5/2025)
RR
Michigan
(5/2/2025)
RR
Minnesota
(5/2/2025)
RR
Mississippi
(4/29/2025)
RR
Nevada
(3/9/2026)
RR
New Jersey
(4/28/2025)
RR
New Mexico
(4/29/2025)
RR
New York
(4/27/2025)
RR
North Carolina
(5/5/2025)
RR
Ohio
(4/3/2025)
RR
Pennsylvania
(4/21/2025)
RR
Puerto Rico
(6/20/2025)
RR
South Carolina
(4/29/2025)
RR
Texas
(4/25/2025)
IAR
Texas
(1/8/2026)
RR
Utah
(4/25/2025)
RR
Virginia
(5/5/2025)
RR
Wisconsin
(5/15/2025)
RR
Wyoming
(10/6/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Feb 2020About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Oct 2019About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Aug 2019About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Logan D Cox's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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