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LOGAN CAPITAL MANAGEMENT, INC.
CRD 108893File 801-45536
APPROVED
Retail clients
Filing as of Jul 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.10B
Top 25% of cohort (national)
Discretionary AUM
$2.29B
Non-discretionary $802.5M
Clients
1,888
1,898 accounts
Employees
34
Top 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jan 4, 1994
- Principal office
- 3817 WEST CHESTER PIKE, NEWTOWN SQUARE, PA, 19073
- Phone
- 215-569-1100
- Website
- HTTP://WWW.LOGANCAPITAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.10B
- Discretionary AUM
- $2.29B
- Non-discretionary AUM
- $802.5M
- Discretionary accounts
- 1,894
- Non-discretionary accounts
- 4
- Total accounts
- 1,898
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 23 | $41.0M |
| Insurance companies | 15 | $1.02B |
| Investment companies | 1 | $94.9M |
| Charitable organizations | 21 | $147.4M |
| High net worth individuals | 379 | $855.9M |
| Pension and profit sharing plans | 24 | $104.0M |
| State or municipal government entities | 6 | $240.3M |
| Individuals (other than high net worth individuals) | 1,419 | $546.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 1,897 | 1,888 | decreased by9 |
| May 1, 2026 | Clients | 1,960 | 1,897 | decreased by63 |
| May 1, 2026 | AUM | $3,100,112,251 | $3,095,761,086 | decreased by$4,351,165 |
| May 1, 2026 | Accounts | 1,961 | 1,898 | decreased by63 |
| Apr 1, 2026 | Clients | 1,703 | 1,960 | increased by257 |
| Apr 1, 2026 | AUM | $2,730,663,627 | $3,100,112,251 | increased by$369,448,624 |
| Apr 1, 2026 | Accounts | 1,703 | 1,961 | increased by258 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 38 | 34 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,529 | 1,703 | increased by174 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,636,000,846 | $2,730,663,627 | increased by$94,662,781 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,529 | 1,703 | increased by174 |
| Apr 1, 2022 | Clients | 1,160 | 1,529 | increased by369 |
| Apr 1, 2022 | AUM | $2,239,723,684 | $2,636,000,846 | increased by$396,277,162 |
| Apr 1, 2022 | Accounts | 1,370 | 1,529 | increased by159 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LOGAN CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LOGAN CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.