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LOGAN CAPITAL MANAGEMENT, INC.
CRD 108893 · SEC 801-45536
3817 WEST CHESTER PIKE, NEWTOWN SQUARE, PA, 19073, United States
Phone
215-569-1100
Fax
215-851-9444
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.10B
Discretionary AUM
$2.29B
Team
34 total employees; 15 advisory reps; 16 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-04-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Selection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1419 | $546.9M |
| High net worth individuals | 379 | $855.9M |
| Investment companies | 1 | $94.9M |
| Pension/profit sharing plans | 24 | $104.0M |
| Charitable organizations | 21 | $147.4M |
| State/municipal entities | 6 | $240.3M |
| Insurance companies | 15 | $1.02B |
| Corporations/business entities | 23 | $41.0M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD