Logic Capital Management
Honest Financial Advice

Logic Capital...

A little about us

The Firm

Logic Capital was founded with the goal of assisting our clients with their financial planning and investment advisory needs based upon a foundation of honesty and trust. We truly care about helping our clients achieve their financial objectives, providing piece of mind throughout the journey.

Our staff consists of experienced professionals with a "hands-on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about you. As your advisory team, we will keep you focused on your goals, help you maintain reasonable expectations and remind you of the discipline and patience it will take to achieve your desired results.

 

Get in touch

We know that finding the right financial advisor is a choice not to be taken lightly. That’s why we offer complementary consultations to walk you through our approach and potential solutions. Use the form below to tell us about yourself. We look forward to speaking with you soon.

Book an appointment ▸

 

Our Team

 
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President

Toby Whitby, CFP®

Founder and President, Logic Capital Management, LLC (2006-present)
Founder and Managing Director, Houston Advisors, LLC (1996-2005)
Executive Consultant, Peterson Consulting, LLP (1990-1995)

A proud third-generation native Houstonian, Toby has served on various industry and charitable advisory boards, church committees, homeowner's associations as well as coached many baseball and soccer teams. Husband (30 years!) and father of two great kids.

 

Education

BAYLOR UNIVERSITY
MBA, Finance, 1990

BAYLOR UNIVERSITY
B.B.A., Finance and Personal Financial Planning, 1987

Executive Education

HAVARD KENNEDY SCHOOL
Investment Decisions and Behavioral Finance, Nov. 2007

Certifications

• CFP® certification, 1992
• Five Star Wealth Manager since 2012

Awards

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director of operatons

Mallory Blanton

Mallory has over 7 years of experience in the financial planning and insurance industry, as well as 12 years of client service experience.

In her role as Director of Operations at Logic Capital Management, she uses her specific expertise in financial analysis, insurance and client service to serve the clients of the firm, as well as manage the online experience of existing and prospective clients.

Mallory lives in Walnut Bend with her husband and son.

 

Education

UNIVERSITY OF ALABAMA
B.B.A., Accounting, 2010

 

 
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Office manager/client services

Susan Riley

Susan has served the firm, including the predecessor firm, for 20 years. Prior to this, she served in various management and administrative roles in Fortune 1000 executive suites in Houston.