$3.1B Total AUM
$2.3B Disc. AUM
11.6% 3Y CAGR
34 Employees
1,913 ADV. Clients
32 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Atlas timberMatrix vector +more
- Established Date
- 01-04-1994
- Office Locations
- 2
Office Locations
3817 West Chester Pike Newtown Square PA
3843 W Chester Pike Newtown Square Philadelphia PA
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.
Team overview
60 AVG AGE
$206.4M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
14.7 yrs AVG TENURE
34 Employees
15 Advisory Reps
15 RIA Reps
32yrs Firm Age
Insights
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Asset Classes
Glacier Glacier quantum Peak
Client Personas
Wave meridian
Custodian
Element Radial peak Value vertex
Investment Themes
Radial glacier Zenith Harbor Peak fusion Insight vertex
Investment Vehicles
Optima zenith Meridian
Platform
Meridian beacon Vertex Legacy pathway Horizon foundation
Services
Catalyst catalyst Bridge Radial vital Peak beacon
Technology
Horizon Atlas catalyst Ember Bridge prime
Owner & Executives
AL BESSE
Principal
- CRD
- #2450385
- Ownership
- 25% but less than 50%
(886) 969-3943
oak.atlas@embercapital.com
in linkedin.com/in/summit-atlas
STEPHEN SUBERS LEE
PRINCIPAL, Vice President
- CRD
- #2154460
- Ownership
- 25% but less than 50%
(881) 941-3171
alpha.ridge@deltacapital.com
in linkedin.com/in/harbor-atlas
H
Harbor element
Meridian vital
- CRD
- #17110
- Ownership
- 31.6%
(985) 843-1440
vital.eagle@pioneercapital.com
in linkedin.com/in/focus-radial
Showing 2 of 6 owners & executives
Unlock allContacts
M
MERTON WAYNE BREISCH III
Managing Director
- CRD
- #2684935
(251) 329-5230
pathway.timber@radialcapital.com
in linkedin.com/in/signal-vertex
PETER FISCHER COOKE
Financial Advisor
- CRD
- #1511338
(672) 979-9860
matrix.crest@peakcapital.com
in linkedin.com/in/peak-focus
C
Crest value
Insight value element
- CRD
- #66839
(304) 595-8822
horizon.ridge@deltacapital.com
in linkedin.com/in/insight-vertex
Showing 2 of 17 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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 |
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Separately Managed Accounts
Total SMA Asset: $3,000,871,409
Equity - Exchange:
32.2% U.S. Government/Agency:
6.5% Public Funds:
29.7% Cash:
31.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,997,942,815 | 32.2% |
| U.S. Government/Agency | $403,311,438 | 6.5% |
| Public Funds | $1,842,823,031 | 29.7% |
| Cash | $1,960,714,067 | 31.6% |
| Total | $6,204,791,351 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SUMMIT RADIAL OAK | ATLAS LEGACY | 9MAVX4IOD | OWLBP | 7.95% | $101,932,463 |
| NORTH ATLAS | SUMMIT UNISON | FG91LU0WC | LGMXF | 2.50% | $110,219,399 |
| FRONTIER ELEMENT | NORTH PEAK | AVUPJKKZ5 | UEA | 3.48% | $16,142,241 |
| WAVE PATHWAY BEACON | PIONEER EAGLE | INJ54E718 | CIK | 6.12% | $111,271,978 |
| BEACON PEAK HORIZON | CATALYST OAK | SL0W0AQWS | FCUN | 8.32% | $38,244,837 |
| ALPHA RADIAL ZENITH | CREST VECTOR | HJY17E9W7 | PFO | 4.04% | $15,135,795 |
| HARBOR VITAL | ELEMENT LEGACY | MV4YOD4BO | SBXFY | 3.11% | $23,579,900 |
| CATALYST ELEMENT MERIDIAN | LEGACY QUANTUM | YJB9LJJ3V | YGW | 10.74% | $13,174,578 |