LOGAN CAPITAL MANAGEMENT, INC.
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
FINTRXOverview
Logan Capital Management, Inc. operates as an independent, individually owned registered investment adviser first registered in 1994. The firm serves both high-net-worth individuals and families as well as institutional clients, acting as a capital allocator and providing a range of advisory services: financial planning, portfolio management for individuals, small businesses, institutions and investment companies, selection of other advisers, and the publication of periodic newsletters. Compensation is a blend of percentage-of-AUM and fixed fees. The firm does not position itself as an ESG investor and is not organized as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- US Government Bonds6%
- Public Funds/Mutual Funds3%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1MARY EVANS
COO & CCOCRD 1145772
Contacts
3 of 16MARVIN KLINE
Managing DirectorCRD 4549107
JENNIFER ROSEN
Managing DirectorCRD 3076703
MARY FUGLER
Managing DirectorCRD 2934934
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$89.5M in ETFs
25%
$22.5M
74%
$67.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| LOGAN CAPITAL BROAD INNOVATIVE GROWTH ETF (LCLG) | Active | Large Growth | $65.5M | 1,043,067 | 73.16% |
Location
NEWTOWN SQUARE, PA
DELAWARE
Location
NEWTOWN SQUARE, PA
Headquartered in NEWTOWN SQUARE, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- DELAWARE
- Address
- 3817 West Chester Pike
- Time zone
- ET (UTC-5)
- Office locations
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