Dana Stewardson
Logan Capital Management · Philadelphia, Pennsylvania
Dana Stewardson is a fee-only financial advisor at Logan Capital Management in Philadelphia, Pennsylvania. Logan Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Logan Capital Management |
|---|---|
| Based in | Philadelphia, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $3.10B across 1,898 accounts |
| SEC registration | Investment adviser representative in PA, TX · CRD 1340176 |
| Exams passed | Series 63 (1985) · Series 65 (1992) |
| Firm size | 34 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.logancapital.com |
| Profile |
How Dana's firm compares
- Logan Capital Management's average account is about $1.6 million, from its Form ADV (assets managed divided by 1,898 accounts).
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Questions about Dana
Is Dana Stewardson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dana holds no broker registration, and Logan Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dana charge for financial advice?
Dana's firm, Logan Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Dana Stewardson based?
Dana Stewardson is based in Philadelphia, Pennsylvania.
Is Dana Stewardson registered with the SEC?
Yes. Dana Stewardson is registered as an investment adviser representative in PA and TX (CRD 1340176), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Logan Capital Management manage?
Logan Capital Management reports $3.10B across 1,898 accounts in assets under management.
How do I contact Dana Stewardson?
Through Dana's website, www.logancapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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