NEWTOWN SQUARE, PACRD 108893Latest ADV April 16, 2026
Logan Capital Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Newtown Square, PA. Its latest Form ADV filing, dated April 16, 2026, reports $3.1B in regulatory assets under management, 34 employees, and 1,898 accounts.
Assets Under Management
$3.1B
Employees
34
Offices
--
Total Clients
1,897
Primary office
NEWTOWN SQUARE, PA
3817 WEST CHESTER PIKE, NEWTOWN SQUARE, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 74.8% of total clients.
Top client categories% of clientsClients
1
Individuals
74.8%
1,419
2
HNWI
20.0%
379
3
Pension Plans
1.3%
24
4
Corporations
1.2%
23
5
Charitable
1.1%
21
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.1Bas of April 16, 2026
Discretionary74.1%
$2.3B
74% of total RAUM74.1%
Non-discretionary25.9%
$802M
26% of total RAUM25.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.1B
Total Accounts1,898
10Y AUM Change+$1.7B (+121.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees34
Clients per Employee56:1
10Y Employee Change+6 (+21.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.