Logan Capital Management, Inc.
● SEC registered since 1994CRD 108893SEC# 801-45536Newtown Square, PA
Reg. AUM
$3.1B
Employees
34
Accounts
1,898
Location
Newtown Square, PA
Logan Capital Management, Inc. assets under management
Logan Capital Management, Inc. is an investment advisory firm registered with the SEC based in Newtown Square, PA. The firm has been registered since 1994. It reports $3.1 billion in regulatory assets under management and employs 34 people.
Logan Capital Management, Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Al Besse Control | Principal | 25-50% | 1994 |
| Dana Haines Stewardson Control | Principal | 25-50% | 1994 |
| Marvin IRA Kline Control | Retired Owner | 5-10% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Logan Capital Management, Inc. manage?
Logan Capital Management, Inc. reports $3.1 billion in regulatory assets under management on its Form ADV.
How many employees does Logan Capital Management, Inc. have?
Logan Capital Management, Inc. reports 34 employees.
Where is Logan Capital Management, Inc. located?
Logan Capital Management, Inc. is based in Newtown Square, PA and has been SEC-registered since 1994.
Does Logan Capital Management, Inc. disclose fund performance?
Logan Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3817 West Chester Pike, Newtown Square, PA 19073 |
| Phone | 215-569-1100 |
| Fax | 215-851-9444 |
| Office hours | 8:30 a.m.-5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$3.1B▲ 26%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,271 advisers
EmployeesTop 16%
More than 84% of 16,825 advisers
Assets under management
$3.1Bregulatory AUM
Discretionary $2.29BNon-discretionary $802.5M