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Advisor

Mary Fugler

Logan Capital Management · Newtown Square, Pennsylvania

Mary Fugler is a fee-only financial advisor at Logan Capital Management in Newtown Square, Pennsylvania. Logan Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.

Percentage of assetsFixed fees Fee-only

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Facts

FirmLogan Capital Management
Based in Newtown Square, 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 FL · CRD 2934934
Exams passedSeries 63 (1998) · Series 65 (1998) · Series 66 (2011)
Firm size34 employees
Disclosures None reported
Websitewww.logancapital.com

How Mary'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).

What fee-only advisors charge in Pennsylvania

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Questions about Mary

Is Mary Fugler a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Mary 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 Mary charge for financial advice?

Mary's firm, Logan Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

Where is Mary Fugler based?

Mary Fugler is based in Newtown Square, Pennsylvania.

Is Mary Fugler registered with the SEC?

Yes. Mary Fugler is registered as an investment adviser representative in FL (CRD 2934934), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

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 Mary Fugler?

Through Mary'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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