William Thomas Fitzpatrick
Financial advisor at Logan Capital Management Inc · Newtown Square, PA
Last updated 2026-10-10
Claim your profileWilliam Thomas Fitzpatrick is a financial advisor at Logan Capital Management Inc in Newtown Square, PA, CRD 7176855. IAPD registration began 2019-10-11.
Registration
- CRD number
- 7176855
- Registration status
- Active
- IAPD registration
- 2019-10-11
- Industry Experience
- 6 years
- Work Experience
- 15 years
- States registered
- PA
Licenses and exams
No state licenses or exam codes are listed on the registration.
Designations
- Chartered Financial Analyst
Work history
- 2011-02 to 2019-01 · Manulife · Lake Forest, IL
- 2019-09 to Present · Logan Capital Management, Inc · Newtown Square, PA
- 2019-02 to 2019-09 · Not Applicable · Chicago, IL
Current employment
- Logan Capital Management, Inc. · Newtown Square, PA
Logan Capital Management Inc
- Regulatory AUM
- $3,095,761,086
- Registered advisors
- 15
- Offices
- 2
- Clients per advisor
- 126.5 (High)
- Average AUM per client
- $1.6M (Low)
- High-net-worth client ratio
- 20.0% (Moderate)
Logan Capital Management Inc: advisors, services and reported ETF investments
About
William Thomas Fitzpatrick is a Chartered Financial Analyst financial advisor at Logan Capital Management, Inc. in Newtown Square, PA. The latest record indicates 6 years of industry experience and 15 years of reported work history. Reported roles include Not Applicable, Manulife.
Logan Capital Management Inc's firm-level Form ADV reports 15 advisors across 2 offices; approximately 126.5 clients per advisor, average assets per client of $1,631,925, and regulatory AUM of $3.1B; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $30.3M across 67 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to William Thomas Fitzpatrick personally.
Reported ETF positions
Logan Capital Management reports 67 ETF positions worth $30.3M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| EMXC — iShares MSCI Emerging Markets ex China ETF | $16.3M |
| VB — Vanguard Morningstar Small-Cap ETF | $8.8M |
| IWD — iShares Russell 1000 Value ETF | $969.7K |
| VIG — Vanguard Div Appreciation ETF | $638.9K |
| VYM — Vanguard High Dividend Yield ETF | $600.5K |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Logan Capital Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $9K | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $33K | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | IGSB — iShares 1-5 Year Investment Grade Corporate Bond ETF | $141.5K | Top 98.1% | Residual alpha +0.09% · Residual Sharpe 0.04 |
| Diversification Benefits | JPST — JPMorgan Ultra-Short Income ETF | $503.3K | Top 97.5% | Replicability (R²) 70.1% · Residual Sharpe 0.66 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Logan Capital Management Inc on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Investment Companies
- Businesses or Institutional Clients
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Sponsor or GP of Pooled Investment Vehicl
Location
3817 West Chester Pike, Newtown Square, PA 19073
14 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 215-569-1100
- Website: logancapital.com
Official record
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