{
  "crd_number": 108893,
  "slug": "logan-capital-management-inc-newtown-square-pa-108893",
  "primary_business_name": "LOGAN CAPITAL MANAGEMENT, INC.",
  "legal_name": "LOGAN CAPITAL MANAGEMENT, INC.",
  "dbas": [
    "LOGAN CAPITAL"
  ],
  "city": "Newtown Square",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1994-01-04",
  "years_registered": 32,
  "period": "2026-10-01",
  "filing_date": "2026-07-23",
  "carried_forward": false,
  "raum_total": 3095761086.0,
  "raum_discretionary": 2293306720.0,
  "raum_non_discretionary": 802454366.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 34,
  "advisory_employees": 15,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 42914477.0,
      "count": 9,
      "description": "PARTNERSHIPS"
    },
    "charitable": {
      "raum": 147394264.0,
      "count": 21
    },
    "individuals": {
      "raum": 546895873.0,
      "count": 1419
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 240251622.0,
      "count": 6
    },
    "insurance_companies": {
      "raum": 1022457817.0,
      "count": 15
    },
    "investment_companies": {
      "raum": 94889677.0,
      "count": 1
    },
    "pension_profit_sharing": {
      "raum": 104018072.0,
      "count": 24
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 855946254.0,
      "count": 379
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 40993030.0,
      "count": 23
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://facebook.com/logancapitalmanagement",
    "https://linkedin.com/company/logan-capital-management-inc.",
    "https://logancapital.com",
    "https://logancapitalfunds.com/FUNDS",
    "https://vimeo.com/channels/1456281"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108893",
  "city_as_filed": "NEWTOWN SQUARE",
  "url": "https://advisorcensus.com/firm/logan-capital-management-inc-newtown-square-pa-108893",
  "display_name": "Logan Capital Management, Inc.",
  "summary": "Logan Capital Management, Inc. is an SEC-registered investment advisory firm in Newtown Square, PA, registered since 1994, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 23, 2026.",
  "citation": "AdvisorCensus. Logan Capital Management, Inc. (CRD 108893): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters"
  ],
  "quick_answers": [
    {
      "q": "How is Logan Capital Management, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Logan Capital Management, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Logan Capital Management, Inc. located?",
      "a": "Logan Capital Management, Inc.'s principal office is in Newtown Square, PA, according to its Form ADV."
    },
    {
      "q": "Is Logan Capital Management, Inc. registered with the SEC or a state?",
      "a": "Logan Capital Management, Inc. is an SEC-registered investment advisory firm, registered since 1994. Status as filed: Approved. CRD 108893."
    },
    {
      "q": "How much does Logan Capital Management, Inc. manage?",
      "a": "Logan Capital Management, Inc. reports $3,095,761,086 in regulatory assets under management in its Form ADV filing dated July 23, 2026 (74% discretionary)."
    },
    {
      "q": "How have Logan Capital Management, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Logan Capital Management, Inc.: Regulatory assets under management: $2,239,723,684 in the October 2021 data and $3,095,761,086 in the October 2026 data, up 38%. Total employees: 38 in October 2021 and 34 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Logan Capital Management, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,419); high net worth individuals (379); pension and profit sharing plans (but not the plan participants or government pension plans) (24)."
    },
    {
      "q": "Which custodians does Logan Capital Management, Inc. use?",
      "a": "Logan Capital Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Truist as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Logan Capital Management, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108893"
    },
    {
      "q": "What changed in Logan Capital Management, Inc.'s recent Form ADV filings?",
      "a": "In the May 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 2239723684.0,
      "total_employees": 38,
      "filing_date": "2021-08-04"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2636000846.0,
      "total_employees": 38,
      "filing_date": "2022-09-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 2250178689.0,
      "total_employees": 35,
      "filing_date": "2023-04-25"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2459101392.0,
      "total_employees": 35,
      "filing_date": "2024-04-15"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2730663627.0,
      "total_employees": 34,
      "filing_date": "2025-04-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 3095761086.0,
      "total_employees": 34,
      "filing_date": "2026-07-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $2,730,663,627 to $3,100,112,251 (+14%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Truist",
      "name_as_filed": "TRUIST",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/logan-capital-management-inc-newtown-square-pa-108893.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1419,
      "fewer_than_5": false,
      "raum": 546895873.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 379,
      "fewer_than_5": false,
      "raum": 855946254.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 94889677.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 24,
      "fewer_than_5": false,
      "raum": 104018072.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 21,
      "fewer_than_5": false,
      "raum": 147394264.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 240251622.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 15,
      "fewer_than_5": false,
      "raum": 1022457817.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 23,
      "fewer_than_5": false,
      "raum": 40993030.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 9,
      "fewer_than_5": false,
      "raum": 42914477.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108893",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}