Stephen Lee
Logan Capital Management · Newtown Square, Pennsylvania
Stephen Lee 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.
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Facts
| Firm | Logan 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 PA, TX · CRD 2154460 |
| Exams passed | Series 63 (1991) · Series 65 (1993) |
| Firm size | 34 employees |
| Disclosures | None reported |
| Website | www.logancapital.com |
How Stephen'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 Stephen
Is Stephen Lee a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen 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 Stephen charge for financial advice?
Stephen's firm, Logan Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Stephen Lee based?
Stephen Lee is based in Newtown Square, Pennsylvania.
Is Stephen Lee registered with the SEC?
Yes. Stephen Lee is registered as an investment adviser representative in PA and TX (CRD 2154460), 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 Stephen Lee?
Through Stephen'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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