Logan Capital Management, Inc.

RIASEC RegisteredEst. 1994

Total AUM

$3.1B

Discretionary

$2.3B

74% of AUM

Avg account

$1.6M

Accounts

1,898

Employees

Advisory reps

Firm details

Headquarters: Newtown Square, Pennsylvania
CRD number: 108893
Registered since: January 4, 1994
Website: logancapital.com
Custodians: CHARLES SCHWAB & CO., INC., TRUIST INVESTMENT SERVICES, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Insurance Companies33.03%
HNWI27.65%
Individuals17.67%
State / Municipal Government7.76%
Charitable Organizations4.76%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Logan Capital Management, Inc. is an SEC-registered institutional RIA that has operated since 1994 and is owned by an individual. The firm positions itself as a multi-client adviser that serves both individual and family investors as well as institutional clients. It acts as a capital allocator, using a mix of discretionary and non-discretionary mandates and charging either a percentage of assets under management or fixed fees. Advisory capabilities include financial planning and portfolio management across individuals, small businesses, investment companies and institutional entities. The firm also selects third‑party advisers and publishes periodic commentary. Logan Capital is not flagged as an active ESG investor and does not classify itself as a multi-state or pension consultant adviser in the available data.