Logan A Gray
Financial advisor at First Heartland Consultants, Inc. · Powell, OH
Last updated 2026-10-10
Claim your profileLogan A Gray is a financial advisor at First Heartland Consultants, Inc. in Powell, OH, CRD 7399866. Licenses and exams on the registration: Series 66. IAPD registration began 2023-04-27.
Registration
- CRD number
- 7399866
- Registration status
- Active
- IAPD registration
- 2023-04-27
- Industry Experience
- 3 years
- Work Experience
- 14 years
- States registered
- OH
Licenses and exams
- Series 66
Work history
- 2012-06 to 2018-06 · Pickerington · Pickerington, OH
- 2018-08 to 2021-12 · Ohio State University · Columbus, OH
- 2016-08 to 2020-03 · Blue Monkey · Pickerington, OH
- 2021-01 to 2021-04 · Unemployed · Pickerington, OH
- 2021-05 to 2021-08 · Abel Financial · Powell, OH
- 2022-01 to 2022-03 · Unemployed · Pickerington, OH
- 2022-04 to Present · Abel Financial · Powell, OH
Current employment
- First Heartland Consultants, Inc. · Lake St. Louis, MO
First Heartland Consultants, Inc.
- Regulatory AUM
- $2,085,947,725
- Registered advisors
- 99
- Offices
- 85
- Clients per advisor
- 65.3 (Moderate)
- Average AUM per client
- $322.9K (Low)
- High-net-worth client ratio
- 4.8% (Low)
First Heartland Consultants, Inc.: advisors, services and reported ETF investments
About
Logan A Gray is a financial advisor at First Heartland Consultants, Inc. in Powell, OH. Reported securities licenses include Series 66. The latest record indicates 3 years of industry experience and 14 years of reported work history. Reported roles include Abel Financial, Unemployed, Ohio State University, Blue Monkey, among others.
SEC disclosures list additional business and community activities: Abel Financial Strategies (not investment related): , marketing of insurance and financial services; , agent/broker, start date: 09/12/2022 rubble, llc, not investment related, invest in land to build rental property on.
First Heartland Consultants, Inc.'s firm-level Form ADV reports 99 advisors across 85 offices; approximately 65.3 clients per advisor, average assets per client of $322,852, and regulatory AUM of $2.1B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $1.3B across 381 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Logan A Gray personally.
Reported ETF positions
First Heartland Consultants reports 381 ETF positions worth $1.3B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $60M |
| ACIO — Aptus Collared Income Opportunity ETF | $53.4M |
| QQQ — Invesco QQQ Trust, Series 1 | $45M |
| RDVY — First Trust Rising Dividend Achievers ETF | $39.6M |
| SPDW — State Street SPDR Portfolio Developed World ex-US ETF | $37.4M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
First Heartland Consultants's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $19.6M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $9.6M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $1.1M | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | TBIL — F/m US Treasury 3 Month Bill Fund | $7.3M | Top 99.4% | Replicability (R²) 37.1% · Residual Sharpe 2.51 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by First Heartland Consultants, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Accountant or Accounting Firm
- Lawyer or Law Firm
- Insurance Company or Agency
- Pension Consultant
Location
3130 Winding Woods Dr, Powell, OH 43065
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: 636-625-0900
- Website: firstheartland.com
Official record
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