Logan Capital Management, Inc.

Logan Capital Management, Inc. (CRD# 108893) is a financial advisory firm headquartered in Ardmore, PA. They manage $1,402,091,692 in 879 accounts and serve the financial needs of clients across 37 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,402
    MILLION
  • Total Number of Accounts
    879
    ACCOUNTS
  • Average Account Value
    $1,595,099
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI

Financial Advisors at Logan Capital Management, Inc.
Showing 1 - 10 of 16 top financial advisors.
1
Al Besse
CRD#: 2450385
Six Coulter Avenue, Suite 2000, Suburban Square, Ardmore, PA 19003
93
Wealthminder
score

Al Besse (CRD# 2450385) is an Investment Advisor Representative working at Logan Capital Management, Inc. in Ardmore, PA and has over 22 years of experience in the finance industry.

2
Richard E. Buchwald
CRD#: 2735357
One Libety Place, Suite 5200, Philadelphia, PA 19103
93
Wealthminder
score

Richard Buchwald (CRD# 2735357) is an Investment Advisor Representative working at Logan Capital Management, Inc. in Philadelphia, PA and has over 20 years of experience in the finance industry.

3
Peter F. Cooke
CRD#: 1511338
Six Coulter Avenue, Suite 2000, Ardmore, PA 19003
93
Wealthminder
score

Peter Cooke (CRD# 1511338) is an Investment Advisor Representative working at Logan Capital Management, Inc. in Ardmore, PA and has over 30 years of experience in the finance industry.

4
Julie D. Kelly
CRD#: 4622856
Six Coulter Avenue, Suite 2000, Ardmore, PA 19003
93
Wealthminder
score

Julie Kelly (CRD# 4622856) is an Investment Advisor Representative working at Logan Capital Management, Inc. in Ardmore, PA and has over 13 years of experience in the finance industry.

5
Joseph W. Langella
CRD#: 2585658
Six Coulter Avenue, Suite 2000, Ardmore, PA 19003
93
Wealthminder
score

Joseph Langella (CRD# 2585658) is an Investment Advisor Representative working at Logan Capital Management, Inc. in Ardmore, PA and has over 21 years of experience in the finance industry.

6
Stephen S. Lee
CRD#: 2154460
1650 Market Street, Suite 5200, Philadelphia, PA 19103
93
Wealthminder
score

Stephen Lee (CRD# 2154460) is an Investment Advisor Representative working at Logan Capital Management, Inc. in Philadelphia, PA and has over 25 years of experience in the finance industry.

7
Christina A. Markiw
CRD#: 4542743
Six Coulter Avenue, Suite 2000, Ardmore, PA 19003
93
Wealthminder
score

Christina Markiw (CRD# 4542743) is an Investment Advisor Representative working at Logan Capital Management, Inc. in Ardmore, PA and has over 14 years of experience in the finance industry.

8
Craig W. Reynolds
CRD#: 374619
Six Coulter Avenue, Suite 2000, Ardmore, PA 19003
93
Wealthminder
score

Craig Reynolds (CRD# 374619) is an Investment Advisor Representative working at Logan Capital Management, Inc. in Ardmore, PA and has over 28 years of experience in the finance industry.

9
Christopher M. Travers
CRD#: 1563648
Six Coulter Avenue, Suite 2000, Ardmore, PA 19003
93
Wealthminder
score

Christopher Travers (CRD# 1563648) is an Investment Advisor Representative working at Logan Capital Management, Inc. in Ardmore, PA and has over 9 years of experience in the finance industry.

10
John L. Wright
CRD#: 1389557
Six Coulter Avenue, Suite 2000, Ardmore, PA 19003
93
Wealthminder
score

John Wright (CRD# 1389557) is an Investment Advisor Representative working at Logan Capital Management, Inc. in Ardmore, PA and has over 25 years of experience in the finance industry.

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