DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Logan Capital Management, Inc.
Latest filing Jul 23, 2026
First filing on the tape Mar 30, 2012 · 39 filings
SEC status approved since Jan 4, 1994
RAUM
$3.1B
reported, Item 5.F
Discretionary
74%
of RAUM
Private clients
45%
$1.4B individuals and HNW
Advisors
15
registered through the firm on IAPD
RAUM per advisor
$206M
derived; firm RAUM over IAPD count
Employees
34
15 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
39 filings and snapshots on the tape
RAUM$3.1B as of Jul 23, 2026
Mar 30, 2012$1.9B then
HNW client RAUM$856M as of Jul 23, 2026
Mar 28, 2018$186M then
State-registered IARs (5.B.3)15 as of Jul 23, 2026
Mar 28, 201311 then
Employees (5.A)34 as of Jul 23, 2026
Mar 28, 201328 then
Private funds1 as of Mar 30, 2017
Mar 30, 20122 then
RAUM +13% over the last fiscal year+11% a year over threeIARs 15 to 15
Practice profile
derived from the filing of Jul 23, 2026; every figure names its basis
Archetypes, each a printed rule
- Dual wealth and asset manager · private-client share 20 to 60 percent and fund or institutional share at least 30 percent
- RAUM per advisor
- $206MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 120derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.3MderivedHNW RAUM over HNW clients
- Average account
- $1.6MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 74%derivedof RAUM
- Institutional
- 49%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.3derivedItem 5.A over advisors
- Advisors per office
- 15.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +13%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +12%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for investment companies, selection of other advisers, publicationsreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Insurance companies$1.0B33%
- High-net-worth individuals$856M28%
- Individuals$547M18%
- State and municipal entities$240M7.9%
- Charitable organizations$147M4.8%
- Pension and profit-sharing plans$104M3.4%
- Investment companies$94.9M3.1%
- Corporations and businesses$41.0M1.3%
- Individual clients
- 1,419reported
- HNW clients
- 379reported
- Pension plan clients
- 24reported
- Charitable clients
- 21reported
- Accounts
- 1,898reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- $0 sponsored, $1.1B managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.45 fund_share=0.03 institutional_share=0.49 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
15 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Stephen Subers Lee | Newtown Square, Pa | Feb 10, 1994 | 35 y | 0 |
| Dana Haines Stewardson | Philadelphia, Pa | Feb 10, 1994 | 41 y | 0 |
| Al Besse | Newtown Square, Pa | Feb 28, 1994 | 32 y | 0 |
| Richard Eric BuchwaldChartered Financial Analyst | Newtown Square, Pa | Oct 5, 2001 | 30 y | 0 |
| Peter Fischer Cooke | Newtown Square, Pa | Sep 9, 2009 | 40 y | 0 |
| Julie Denten Kelly | Newtown Square, Pa | Sep 1, 2010 | 23 y | 3 |
| Jennifer Ann Rosen | Newtown Square, Pa | Mar 19, 2013 | 14 y | 0 |
| Joseph William Langella | Newtown Square, Pa | Jul 20, 2015 | 31 y | 2 |
| Christopher Moore Travers | Newtown Square, Pa | Apr 6, 2016 | 19 y | 1 |
| Merton Wayne BreischChartered Financial Analyst | Newtown Square, Pa | Mar 26, 2019 | 30 y | 1 |
| Sarah Joy Menkes | Newtown Square, Pa | Jul 22, 2019 | 28 y | 0 |
| William Thomas FitzpatrickChartered Financial Analyst | Newtown Square, Pa | Oct 11, 2019 | 15 y | 0 |
| Christopher Paul OuimetChartered Financial Analyst | Newtown Square, Pa | Apr 6, 2020 | 14 y | 0 |
| Christopher P O'KeefeChartered Financial Analyst | Newtown Square, Pa | Jun 19, 2020 | 30 y | 0 |
| Mary Elizabeth Fugler | Newtown Square, Pa | Feb 16, 2024 | 28 y | 5 |
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 6.7% of current headcount1 left over 36 months
Left, latest
- Gbarclai Mowenn to Compass Ion Advisors, LLCApr 16, 2026 · RIA to RIA
- Thomas Joseph Mchugh to Private Advisor Group, LLCDec 20, 2019 · Other
- Katherine Jeanette Cathcart to Hilton Capital Management, LLCJul 11, 2018 · RIA to RIA
- Robert Norton to Wealth Advisory Group, Inc.Feb 29, 2016 · Other
- Timothy Michael Buick to Putnam Investment Management, LLCJun 2, 2014 · Other
- Timothy Michael Buick to Blackrock Investment Management, LLCApr 1, 2010 · Other
Joined, latest
- Mary Elizabeth Fugler from Washington Peak Investment Advisors LLCFeb 16, 2024 · Other
- Merton Wayne Breisch from Manulife Investment Management (US) LLCMar 26, 2019 · Other
- Katherine Jeanette Cathcart from Independent Portfolio Consultants, Inc.Dec 13, 2017 · Other
- Christopher Moore Travers from Rothschild & Co Asset Management US Inc.Apr 6, 2016 · Other
- Joseph William Langella from Natixis Advisors, LLCJul 20, 2015 · Other
- Robert Norton from Santa Barbara Asset Management, LLCJan 16, 2015 · Other
- Timothy Michael Buick from Blackrock Investment Management, LLCApr 10, 2013 · Other
- Julie Denten Kelly from Corestates Capital Advisors, LLCSep 1, 2010 · Other
Private funds
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Logan Capital Long/Short Value Fund, LPno longer reported | Hedge Fund | $2.2M | 4 | Mar 30, 2012 |
| Logan Capital Large Cap Growth Fund, LPno longer reported | Other Private Fund | $0 | 0 | Mar 30, 2012 |
Owners and control persons
Schedule A and B, latest filing
- Al Besse · Principalcontrolsince 02/1994 · owns 25% to 50%
- Eric Richard Buchwald · Sr. Advisorcontrolsince 01/2023 · owns 5% to 10%
- Therese Mary Evans · Chief Operating Officer & Ccocontrolsince 07/2006 · owns less than 5%
- Ira Marvin Kline · Retired Owner Officer & Ccocontrolsince 01/2020 · owns 5% to 10%
- Subers Stephen Lee · Principalcontrolsince 02/1994 · owns 25% to 50%
- Paul Leonard Metkowski · Chief Financial Officercontrolsince 06/2012 · owns less than 5%
- Haines Dana Stewardson · Principalcontrolsince 02/1994 · owns 25% to 50%
Related persons
Schedule D 7.A
- Lcm Partners, Inc.pooled vehicle sponsory
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Newtown Square, Pa · principal | 14 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Jul 23, 2026METKOWSKI, LEONARD, PAUL (CHIEF FINANCIAL OFFICER) left Schedule A between the filings of 2012-10-18 and 2026-07-23peers: independent wealth managers, $1B to $5B (1,362)
- control person changedChange between filings · filing Jul 23, 2026EVANS, MARY, THERESE (CHIEF OPERATING OFFICER & CCO) left Schedule A between the filings of 2012-10-18 and 2026-07-23peers: independent wealth managers, $1B to $5B (1,362)
What changed
consecutive filings, newest first
- Accounts · 1,961 to 1,898Mar 31, 2026 to Apr 16, 2026
- Corporate clients · 25 to 23Mar 31, 2026 to Apr 16, 2026
- HNW clients · 378 to 379Mar 31, 2026 to Apr 16, 2026
- Individual clients · 1,481 to 1,419Mar 31, 2026 to Apr 16, 2026
- Discretionary RAUM · $2.3B to $2.3BMar 31, 2026 to Apr 16, 2026
- HNW RAUM · $855M to $856MMar 31, 2026 to Apr 16, 2026
- Individual RAUM · $552M to $547MMar 31, 2026 to Apr 16, 2026
- RAUM · $3.1B to $3.1BMar 31, 2026 to Apr 16, 2026
- Accounts · 1,703 to 1,961Apr 17, 2025 to Mar 31, 2026
- Corporate clients · 19 to 25Apr 17, 2025 to Mar 31, 2026
- HNW clients · 271 to 378Apr 17, 2025 to Mar 31, 2026
- Individual clients · 1,335 to 1,481Apr 17, 2025 to Mar 31, 2026
- Pension plan clients · 25 to 24Apr 17, 2025 to Mar 31, 2026
- Discretionary RAUM · $2.0B to $2.3BApr 17, 2025 to Mar 31, 2026
- HNW RAUM · $727M to $855MApr 17, 2025 to Mar 31, 2026
- Individual RAUM · $487M to $552MApr 17, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $735M to $802MApr 17, 2025 to Mar 31, 2026
- Pension RAUM · $115M to $104MApr 17, 2025 to Mar 31, 2026
- RAUM · $2.7B to $3.1BApr 17, 2025 to Mar 31, 2026
- Wrap assets (manager) · $906M to $1.1BApr 17, 2025 to Mar 31, 2026
- Accounts · 1,730 to 1,703Jan 31, 2025 to Apr 17, 2025
- Charity clients · 25 to 21Jan 31, 2025 to Apr 17, 2025
- Corporate clients · 22 to 19Jan 31, 2025 to Apr 17, 2025
- HNW clients · 235 to 271Jan 31, 2025 to Apr 17, 2025
- Individual clients · 1,390 to 1,335Jan 31, 2025 to Apr 17, 2025
- Pension plan clients · 26 to 25Jan 31, 2025 to Apr 17, 2025
- Employees · 35 to 34Jan 31, 2025 to Apr 17, 2025
- Financial planning clients · 101-250 to 101-250Jan 31, 2025 to Apr 17, 2025
- State-registered IARs · 14 to 15Jan 31, 2025 to Apr 17, 2025
- Discretionary RAUM · $1.8B to $2.0BJan 31, 2025 to Apr 17, 2025
- HNW RAUM · $682M to $727MJan 31, 2025 to Apr 17, 2025
- Individual RAUM · $475M to $487MJan 31, 2025 to Apr 17, 2025
- Non-discretionary RAUM · $637M to $735MJan 31, 2025 to Apr 17, 2025
- Pension RAUM · $111M to $115MJan 31, 2025 to Apr 17, 2025
- RAUM · $2.5B to $2.7BJan 31, 2025 to Apr 17, 2025
- Wrap assets (manager) · $1.0B to $906MJan 31, 2025 to Apr 17, 2025
- Accounts · 1,699 to 1,730Apr 25, 2023 to Mar 28, 2024
- Advisory employees · 14 to 15Apr 25, 2023 to Mar 28, 2024
- Charity clients · 27 to 25Apr 25, 2023 to Mar 28, 2024
- Corporate clients · 23 to 22Apr 25, 2023 to Mar 28, 2024
Signals
2 dated events
- Gbarclai Mowenn left Logan Capital Management, Inc. for Compass Ion Advisors, Llc (registered 2026-04-28)Apr 16, 2026 · Advisor changed firm · fact
- Logan Capital Management, Inc. reported RAUM $2.1B, up 44% from $1.4B (2020-02-25 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- dpbeckworth@logancapital.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- loganemaillist@logancapital.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- loganterritories@logancapital.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- loganwebsiterequests@logancapital.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 215-569-1100reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 215-851-9318reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 215-851-9499reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/logan-capital-management-inc.reportedpublic record, Form ADV, Sep 18, 2026
- Website
- LOGANCAPITAL.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 215-569-1100reportedpublic record, Form ADV, Jul 23, 2026
- Contact form
- logancapital.com/contact-2reportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Wealth manager with institutional or fund businessderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $206Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026