Logic Capital Management, a premier financial advisory firm in Houston, Texas, managing over $400M of assets, has merged with Mission Wealth Management, LP, as announced on the firm’s website. This merger marks the first partnership for Mission Wealth in 2025 and the largest integration for the firm to date. Mission Wealth is thrilled to add Logic’s founder, Toby Whitby, and Senior Wealth Advisor, Donnie Roberts, as the firm’s 50th and 51st equity partners.
This merger highlights our firm’s resolve to selectively merge with top-tier advisory teams to deliver unparalleled service and comprehensive advice to our valued clients nationwide. Together, we look forward to expanding our presence and offerings to clients in the Houston region.
We are thrilled to welcome Toby and the entire Logic Capital Management team to the Mission Wealth family. This merger marks an exciting chapter as we expand our footprint into Houston, one of the nation’s most vibrant and economically dynamic cities,” said Matthew Adams, CEO and Managing Partner at Mission Wealth. “By combining our resources and expertise, we can provide an even higher level of service, helping more clients achieve their financial goals.”
Learn More About the Logic Capital Team
Logic Capital Management, known for its tailored financial planning and investment management services, has been a trusted partner to individuals, families, business owners, and professionals in Houston Metro since 2006. Joining Toby and Donnie as part of this exciting merger are Wealth Advisor, Paige Guinn, and Senior Client Service Representative, Mallory Blanton. Paige and Mallory are key members of the Logic Capital team who have proven instrumental in providing exceptional service to their clients. Their expertise, combined with Mission Wealth’s robust resources, ensures a smooth integration and an enhanced client experience.
Having led a successful, independent RIA since 2006, in a journey that lasted 30 years, Toby thoughtfully and studiously considered potential merger partners seeking a partner who would bring additional resources for their clients and provide strong career opportunities for his team.
The team at Mission Wealth impressed me from the very beginning. I knew I had found good people to partner with on behalf of all Logic Capital constituents. The future is bright.” shares Toby Whitby, Founder of Logic Capital Management.
Mission Wealth Expands Presence in Houston, Texas
This merger underscores our firm’s continued growth in the South and Southeast regions, as well as our dedication to delivering exceptional client service. With the addition of Logic Capital Management, Mission Wealth expands its reach to over 3,900 client families nationwide and advances its total assets under management toward $10.4 billion.
Clients of both firms will benefit from a seamless transition, with the same trusted advisors continuing to guide them. Logic Capital’s Houston office at 7500 San Felipe St., Suite 150, will serve as a key regional hub for Mission Wealth, further strengthening its presence in Texas.
Mission Wealth is a Registered Investment Adviser. This commentary reflects the personal opinions, viewpoints, and analyses of the Mission Wealth employees providing such comments. It should not be regarded as a description of advisory services provided by Mission Wealth or performance returns of any Mission Wealth client. The views reflected in the commentary are subject to change at any time without notice. Nothing in this commentary constitutes investment advice, performance data, or any recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Mission Wealth manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.
MISSION WEALTH IS A REGISTERED INVESTMENT ADVISOR. 00668063 01/25
