Logan Capital Management, Inc.
- Regulatory AUM
- $3.1B
- Discretionary
- $2.3B
- Clients
- 1,897
- Avg AUM / client
- $1.6M
- Accounts
- 1,898
- Employees
- 34
AUM over time
Annual snapshots from Form ADV filings · as of Jul 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,419 | $547M | 17.7% |
| High net worth individuals | 379 | $856M | 27.6% |
| Investment companies | 1 | $94.9M | 3.07% |
| Pension and profit sharing plans | 24 | $104M | 3.36% |
| Charitable organizations | 21 | $147M | 4.76% |
| State or municipal government entities | 6 | $240M | 7.76% |
| Insurance companies | 15 | $1.0B | 33.0% |
| Corporations and other businesses | 23 | $41.0M | 1.32% |
| Other | 9 | $42.9M | 1.39% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Princeton Radiology Associates, Pa 401(k) Profit Sharing Plan Princeton Radiology Associates, P.A | 2024 |
People (18)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Al Besse | Principal | Feb 1994 (33y) | 25% – 50% | |
| Dana Haines Stewardson | Principal | Feb 1994 (33y) | 25% – 50% | |
| Stephen Subers Lee | Principal | Feb 1994 (33y) | 25% – 50% | |
| Richard Eric Buchwald | Sr. Advisor | CFA | Oct 2001 (25y) | 5% – 10% |
| Evans, Mary, Therese | Chief Operating Officer & Cco | Jul 2006 (20y) | Less than 5% | |
| Metkowski, Leonard, Paul | Chief Financial Officer | Jun 2012 (14y) | Less than 5% | |
| Kline, Marvin, Ira | Retired Owner | Jan 2020 (7y) | 5% – 10% | |
| Peter Fischer Cooke | Registered representative | Sep 2009 (17y) | ||
| Julie Denten Kelly | Registered representative | Sep 2010 (16y) | ||
| Jennifer Ann Rosen | Registered representative | Mar 2013 (13y) | ||
| Joseph William Langella | Registered representative | Jul 2015 (11y) | ||
| Christopher Moore Travers | Registered representative | Apr 2016 (10y) | ||
| Merton Wayne Breisch | Registered representative | CFA | Mar 2019 (7y) | |
| Sarah Joy Menkes | Registered representative | Jul 2019 (7y) | ||
| William Thomas Fitzpatrick | Registered representative | CFA | Oct 2019 (7y) | |
| Christopher Paul Ouimet | Registered representative | CFA | Apr 2020 (6y) | |
| Christopher P O'keefe | Registered representative | CFA | Jun 2020 (6y) | |
| Mary Elizabeth Fugler | Registered representative | Feb 2024 (2y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Princeton Radiology Associates, Pa 401(k) Profit Sharing Plan | Princeton Radiology Associates, P.A | 339 | $125M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/16/2026 | 1.1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Charles Schwab & Co. $740M (24% of AUM) Apr 2026
- Truist Financial Corp $730M (24% of AUM) Apr 2026
- Bb&T $575M (22% of AUM) Sep 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 23, 2026.
View current Form ADV (SEC/IAPD) ↗