Logic Capital Management serves individuals, families, business owners, and professionals throughout the Houston Metro area. Credit: UnderhilStudio/Shutterstock.

California-based registered investment advisor (RIA) Mission Wealth has announced a merger with Logic Capital Management, a financial advisory firm based in Houston, Texas.

The merger, which marks Mission Wealth’s first partnership of 2025, brings the firm’s total assets under management (AUM) to over $10.6bn.

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It brings Logic Capital Management founder Toby Whitby and senior wealth advisor Donnie Roberts as Mission Wealth’s 50th and 51st equity partners.

They will be joined by wealth advisor Paige Guinn and senior client service representative Mallory Blanton.

Logic Capital Management founder Toby Whitby said: “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.”

Logic Capital Management, managing over $400m in assets, offers customised financial planning and investment management services.

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Since its establishment in 2006, it has served individuals, families, business owners, and professionals in the Houston Metro area.

The company’s office in Houston will become a key regional hub for Mission Wealth, bolstering its footprint in the South.

Mission Wealth CEO and managing director Matthew Adams said: “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.”

In October 2024, Mission Wealth added over $235m in assets to its books through a merger with JLFranklin Wealth Planning.