Data / Investment advisers / Pennsylvania / Logan Capital Management, Inc.
Logan Capital Management, Inc., Newtown Square, PA: $3.1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Logan Capital Management, Inc. is an SEC registered investment adviser with its main office in Newtown Square, Pennsylvania and reports $3.1 billion in regulatory assets under management in its Form ADV filed July 23, 2026. Its clients include insurance companies, high net worth individuals and individuals. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Logan Capital Management, Inc. (CRD number 108893): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 108893
- SEC file number
- 801-45536
- SEC status
- Approved, effective January 4, 1994
- Main office
- 3817 West Chester Pike, Newtown Square, PA 19073
- Phone
- (215) 569-1100
- Website
- logancapital.com
- Regulatory AUM
- $3,095,761,086 in the Form ADV filed July 23, 2026
- Discretionary AUM
- $2,293,306,720
- Non discretionary AUM
- $802,454,366
- Accounts
- 1,898
- Employees
- 34, of which 15 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 15 | $1.02 billion |
| High net worth individuals | 379 | $855.9 million |
| Individuals (other than high net worth individuals) | 1,419 | $546.9 million |
| State or municipal government entities | 6 | $240.3 million |
| Charitable organizations | 21 | $147.4 million |
| Pension and profit sharing plans | 24 | $104 million |
| Investment companies | 1 | $94.9 million |
| Corporations or other businesses | 23 | $41 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| May 1, 2026 | $3.10 billion | April 16, 2026 |
| April 1, 2026 | $3.10 billion | March 31, 2026 |
| December 1, 2025 | $2.73 billion | April 17, 2025 |
Other advisers in Newtown Square
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| ETF Architect | Newtown Square | $29.74 billion | Not listed | adviserinfo.sec.gov |
| Alpha Architect | Newtown Square | $13.50 billion | Not listed | adviserinfo.sec.gov |
| Graham Partners, LLC | Newtown Square | $5.00 billion | 32 | adviserinfo.sec.gov |
| Newsquare Capital, LLC | Newtown Square | $2.39 billion | Not listed | adviserinfo.sec.gov |
| Equus Capital Partners, LTD. | Newtown Square | $1.74 billion | 9 | adviserinfo.sec.gov |
| Concentus Wealth Advisors | Newtown Square | $1.08 billion | Not listed | adviserinfo.sec.gov |
| Almanack Investment Partners | Newtown Square | $945.9 million | 5 | adviserinfo.sec.gov |
| Archean Capital Partners II, L.L.C. | Newtown Square | $527.8 million | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Newtown Square, PA
- Investment advisers in Pennsylvania
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving insurance companies
- Advisers serving high net worth individuals
- Logan Capital Management, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.