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LOGAN CAPITAL MANAGEMENT, INC.
CRD 108893File 801-45536
APPROVED
Retail clients
Filing as of Jul 23, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 1897 | 1888 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.