CRD: 108893
Logan Capital Management, Inc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Broadridge · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-04-1994
- Office Locations
- 2
Office Locations
About Logan Capital Management, Inc.
Logan Capital Management is an independently owned investment manager serving retail and institutional clients with a disciplined lineup spanning growth, value and core equities, international equity, dividend-focused strategies targeting consistent income and downside protection, and fixed income. Select strategies are available in ETF options, supporting efficient implementation on platforms such as Schwab.
Reported data analysis
What the numbers show
Between April 17, 2025 and July 23, 2026, reported AUM increased 13.4%, from $2.7B to $3.1B.
Across 5 reported observations, AUM increased 17.4% between September 30, 2022 and July 23, 2026, from $2.6B to $3.1B.
Of the latest reported AUM, 74.1% is discretionary and 25.9% is non-discretionary.
The firm reports 15 advisory representatives and 1,913 clients, or 127.5 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 2 reported office locations and 32 years in operation. The source data was last updated on July 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Logan Capital Management, Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Logan Capital Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
AL BESSE
Principal
- CRD
- #2450385
- Ownership
- 25% but less than 50%
STEPHEN SUBERS LEE
PRINCIPAL, Vice President
- CRD
- #2154460
- Ownership
- 25% but less than 50%
Showing 2 of 6 owners & executives
Unlock allContacts
MERTON WAYNE BREISCH III
Managing Director
- CRD
- #2684935
PETER FISCHER COOKE
Financial Advisor
- CRD
- #1511338
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,293,306,720 | $1,210,827 |
| Non-Discretionary | $802,454,366 | $200,613,592 |
| Total | $3,095,761,086 | $1,631,065 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Logan Capital Management, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Logan Capital Management, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.