# Logan Capital Management, Inc.

> 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.

- CRD: 108893
- Filed as: LOGAN CAPITAL MANAGEMENT, INC.
- Also doing business as: LOGAN CAPITAL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Newtown Square, PA
- Filing period: October 2026
- Form ADV filing dated: July 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108893
- AdvisorCensus page: https://advisorcensus.com/firm/logan-capital-management-inc-newtown-square-pa-108893

## Quick answers

**How is Logan Capital Management, Inc. compensated?**
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).

**Where is Logan Capital Management, Inc. located?**
Logan Capital Management, Inc.'s principal office is in Newtown Square, PA, according to its Form ADV.

**Is Logan Capital Management, Inc. registered with the SEC or a state?**
Logan Capital Management, Inc. is an SEC-registered investment advisory firm, registered since 1994. Status as filed: Approved. CRD 108893.

**How much does Logan Capital Management, Inc. manage?**
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).

**How have Logan Capital Management, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Logan Capital Management, Inc. serve?**
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).

**Which custodians does Logan Capital Management, Inc. use?**
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.

**Does Logan Capital Management, Inc. report any disciplinary disclosures?**
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

**What changed in Logan Capital Management, Inc.'s recent Form ADV filings?**
In the May 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Truist

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.

### Regulatory assets under management (Item 5.F)
- Total: $3,095,761,086
- Discretionary: $2,293,306,720
- Non-discretionary: $802,454,366

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,419 | $546,895,873 |
| High net worth individuals | 379 | $855,946,254 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $94,889,677 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 24 | $104,018,072 |
| Charitable organizations | 21 | $147,394,264 |
| State or municipal government entities (including government pension plans) | 6 | $240,251,622 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 15 | $1,022,457,817 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 23 | $40,993,030 |
| Other | 9 | $42,914,477 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 1994 (32 years)
- Employees: 34 total, 15 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- logancapital.com
- logancapitalfunds.com/FUNDS
- vimeo.com/channels/1456281
- Facebook @logancapitalmanagement
- LinkedIn @logan-capital-management-inc.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,239,723,684 | 38 | August 4, 2021 |
| October 2022 | $2,636,000,846 | 38 | September 30, 2022 |
| October 2023 | $2,250,178,689 | 35 | April 25, 2023 |
| October 2024 | $2,459,101,392 | 35 | April 15, 2024 |
| October 2025 | $2,730,663,627 | 34 | April 17, 2025 |
| October 2026 | $3,095,761,086 | 34 | July 23, 2026 |

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.

## Changes in the filing (last 12 months)

### May 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $2,730,663,627 to $3,100,112,251 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Logan Capital Management, Inc. (CRD 108893): Form ADV filing data as of October 2026.