Logan Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutions, selecting other managers, and publishing newsletters. Financial planning was provided to 101–250 clients last fiscal year.
Logan Capital Management reports 1,897 clients. They include 1,419 individual clients, 379 high-net-worth individuals, and 24 pension and profit-sharing plans. Of its assets, 74.1% ($2.29B across 1,894 accounts) are managed with discretion; $802M across 4 accounts are not. A wrap fee program the firm both sponsors and manages holds $1.08B. Of its clients, 2% are outside the U.S. It advised 16 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 75% | 18% |
| High-net-worth individuals | 20% | 28% |
| Investment companies | <1% | 3% |
| Pension and profit-sharing plans | 1% | 3% |
| Charitable organizations | 1% | 5% |
| Other client typesState or municipal government entities; Insurance companies; Corporations and other businesses; Other | 3% | 43% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,419 | $547M | 17.7% | $385K |
| High-net-worth individuals | 379 | $856M | 27.6% | $2.26M |
| Investment companies | 1 | $94.9M | 3.1% | $94.9M |
| Pension and profit-sharing plans | 24 | $104M | 3.4% | $4.33M |
| Charitable organizations | 21 | $147M | 4.8% | $7.02M |
| State or municipal government entities | 6 | $240M | 7.8% | $40M |
| Insurance companies | 15 | $1.02B | 33.0% | $68.2M |
| Corporations and other businesses | 23 | $41M | 1.3% | $1.78M |
| Other | 9 | $42.9M | 1.4% | $4.77M |
| Total | 1,897 | $3.1B | 100% | $1.63M |
- Clients
- 1,419
- Regulatory AUM
- $547M
- AUM share
- 17.7%
- Avg. per client
- $385K
- Clients
- 379
- Regulatory AUM
- $856M
- AUM share
- 27.6%
- Avg. per client
- $2.26M
- Clients
- 1
- Regulatory AUM
- $94.9M
- AUM share
- 3.1%
- Avg. per client
- $94.9M
- Clients
- 24
- Regulatory AUM
- $104M
- AUM share
- 3.4%
- Avg. per client
- $4.33M
- Clients
- 21
- Regulatory AUM
- $147M
- AUM share
- 4.8%
- Avg. per client
- $7.02M
- Clients
- 6
- Regulatory AUM
- $240M
- AUM share
- 7.8%
- Avg. per client
- $40M
- Clients
- 15
- Regulatory AUM
- $1.02B
- AUM share
- 33.0%
- Avg. per client
- $68.2M
- Clients
- 23
- Regulatory AUM
- $41M
- AUM share
- 1.3%
- Avg. per client
- $1.78M
- Clients
- 9
- Regulatory AUM
- $42.9M
- AUM share
- 1.4%
- Avg. per client
- $4.77M
Total
- Clients
- 1,897
- Regulatory AUM
- $3.1B
- AUM share
- 100%
- Avg. per client
- $1.63M
- Clients outside the U.S.
- 2%
- Clients advised without assets under management last fiscal year
- 16
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Logan Capital Management is paid through a percentage of assets under management and fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.
Al Besse owns 25% to 50% of Logan Capital Management. The leadership team of Logan Capital Management includes Chief Operating Officer Mary Evans. It has 34 employees, 15 of them in advisory roles.
Leadership
- Mary EvansChief Operating Officer & CCO
- Al BessePrincipal
- Dana StewardsonPrincipal
- Stephen LeePrincipal
- Richard BuchwaldSR. Advisor
- Marvin KlineRetired Owner
Investment adviser representatives
15 representatives listed in the SEC register as of 9 October 2026.
- Al Besse
- Merton Wayne Breisch III
- Richard Eric Buchwald
- Peter Fischer Cooke
- William Thomas Fitzpatrick
- Mary Elizabeth Fugler
- Julie Denten Kelly
- Joseph William Langella JR.
- Stephen Subers Lee
- Sarah Joy Menkes
- Christopher P O'Keefe
- Christopher Paul Ouimet
- Jennifer Ann Rosen
- Dana Haines Stewardson
- Christopher Moore Travers
Staff
- 34 employees
- 15 in advisory functions
- 15 state-registered reps
- 1 soliciting firm
- Owns 25% to 50% of Logan Capital Management, Inc.
Al Besse
Control person · since February 1994
- Owns 25% to 50% of Logan Capital Management, Inc.
Dana Stewardson
Control person · since February 1994
- Owns 25% to 50% of Logan Capital Management, Inc.
Stephen Lee
Control person · since February 1994
- Owns 5% to 10% of Logan Capital Management, Inc.
Richard Buchwald
Control person · since January 2023
- Owns 5% to 10% of Logan Capital Management, Inc.
Marvin Kline
Control person · since January 2020
Logan Capital Management’s regulatory assets grew from $2.24B (April 2021) to $3.1B (July 2026); clients rose from 1,160 to 1,897 and employees fell from 38 to 34.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $3.1B | 1,897 | 34 | 1 |
| April 2025 | $2.73B | 1,703 | 34 | 1 |
| April 2024 | $2.46B | 1,730 | 35 | 1 |
| April 2023 | $2.25B | 1,699 | 35 | 1 |
| March 2022 | $2.64B | 1,529 | 38 | 1 |
| April 2021 | $2.24B | 1,160 | 38 | 1 |
Besides its headquarters, Logan Capital Management has 0 offices, with 1 listed address in Pennsylvania.
Pennsylvania · 1 listed address
- 3817 West Chester Pike, Newtown SquareHQ
Other business names
Logan Capital Management has reported 1 other business name to the SEC.
- Logan Capital
Contact and registration details
- Legal name
- Logan Capital Management, Inc.
- Headquarters
- 3817 West Chester Pike, Newtown Square, PA 19073
- Website
- logancapital.com
- Phone
- 215-569-1100
- @logan-capital-management-inc.
- SEC file
- 801-45536
- Structure
- Pennsylvania corporation
- Fiscal year end
- December
Logan Capital Management uses Charles Schwab ($740M, 50%) and Truist Financial ($730M, 50%) as custodians for its separately managed accounts. Logan Capital Management does not have custody of client assets.
- Truist FinancialTruist Financial Corporation · Winston-Salem, NC · $730M50%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $740M50%
At year end, Logan Capital Management’s separately managed accounts were mostly in stocks (90%). Its reported 13F holdings for the quarter ended 30 June 2026 total $2.69B across 443 positions; the largest are Apple Inc. (5.4%), KLA Corp. (4.1%) and Broadcom Inc. (3.7%).
What the accounts hold
- Stocks90%
- Funds3%
- Bonds6%
- Cash1%
Reported 13F holdings
- $2.69B
- Reported 13F value
- 443
- Positions
- 31.8%
- In the 10 largest
- +17.0%
- Value vs. prior quarter
- Apple Inc.5.4%
- KLA Corp.4.1%
- Broadcom Inc.3.7%
- Amphenol Corp. · CL A3.4%
- Advisors Ser TR · Logan Cap Brd IN3.0%
- Amazon Com Inc.2.9%
- Micron Technology Inc.2.8%
- Flex Ltd2.6%
- Microsoft Corp.2.2%
- Alphabet Inc. · Cap Stk CL A1.7%
Together, the ten largest are 31.8% of reported value.
How many clients does Logan Capital Management have?
Logan Capital Management has 1,897 clients and manages $3.1 billion for them, as of July 2026. They include 1,419 individual clients, 379 high-net-worth individuals, and 24 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 July 2026
What services does Logan Capital Management offer?
Logan Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutions, selecting other managers, and publishing newsletters.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Logan Capital Management use?
Logan Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $740M and Truist Financial Corporation (Winston-Salem, NC), with $730M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 July 2026
How many financial advisors does Logan Capital Management have?
Logan Capital Management has 15 investment adviser representatives registered with state securities authorities, out of 34 employees, and 15 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Logan Capital Management invest in?
At the end of its last fiscal year, Logan Capital Management’s separately managed accounts held 90% exchange-traded equities, 6% U.S. government and agency bonds, 3% registered funds (mutual funds, ETFs, BDCs) and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Logan Capital Management?
Logan Capital Management’s direct owners are Al Besse, Dana Stewardson, Stephen Lee, Richard Buchwald and Marvin Kline, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 23 July 2026
How does Logan Capital Management get paid?
Logan Capital Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Logan Capital Management?
Logan Capital Management’s main office is at 3817 West Chester Pike, Newtown Square, PA 19073. Its phone number is 215-569-1100. Its website is logancapital.com.