Asset manager · Newtown Square, PA
Logan Capital Management, Inc.
SEC-registered investment adviser · CRD 108893 · SEC 801-45536
At a glance
Logan Capital Management, Inc. is an SEC-registered investment adviser based in Newtown Square, Pennsylvania, with $3.1 billion in regulatory assets under management as of its Form ADV filed July 23, 2026. Its largest client group by assets is insurance companies, and it reports 1,798 individual clients. By Form ADV it is a asset manager, ranked 867th of 3,218 asset managers and 2,773rd of 17,210 SEC-registered advisers by assets.
Main office 215-569-1100logancapital.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $3.1B
- Rank among asset managers
- #867 of 3,218
- Rank among all SEC RIAs
- #2,773 of 17,210
- Rank in Pennsylvania
- #99 of 564
- Individual clients
- 1,798
- High-net-worth clients
- 379
- Accounts
- 1,898
- Discretionary
- 74% of AUM
- Employees
- 34
- Advisory staff
- 15
- Offices
- 1
Owners and executives on its Form ADV
- Al BessePrincipal
- Dana H. StewardsonPrincipal
- Stephen S. LeePrincipal
- Richard E. BuchwaldSR. Advisor
- Marvin I. KlineRetired Owner
- Mary T. EvansChief Operating Officer & CCO
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Insurance companies | 15 | $1.0B | 33% |
| High-net-worth individuals | 379 | $856M | 28% |
| Individuals | 1,419 | $547M | 18% |
| State or municipal government entities | 6 | $240M | 8% |
| Charitable organizations | 21 | $147M | 5% |
| Pension and profit sharing plans | 24 | $104M | 3% |
| Investment companies | 1 | $95M | 3% |
| Other | 9 | $43M | 1% |
| Corporations or other businesses | 23 | $41M | 1% |
Disciplinary disclosures
Logan Capital Management, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for businesses and institutions
- Selecting other advisers
- Periodicals or newsletters
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗logancapital.com ↗
AtlasMembers
The full record on Logan Capital Management, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 803 peers of its type and size
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- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 2Locked
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Background
Questions
How much does Logan Capital Management, Inc. manage?
Logan Capital Management, Inc. reports $3.1 billion in regulatory assets under management across 1,898 accounts, 74% of it on a discretionary basis, on its Form ADV filed July 23, 2026.
What kind of firm is Logan Capital Management, Inc.?
Logan Capital Management, Inc. is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Logan Capital Management, Inc.’s clients?
By assets, its largest client types are insurance companies ($1.0 billion, 15 clients); high-net-worth individuals ($856 million, 379 clients); individuals ($547 million, 1,419 clients).
Does Logan Capital Management, Inc. have any disciplinary history?
Logan Capital Management, Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Logan Capital Management, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-23), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →