Firm Background Logan Capital Management is a 100% privately‐owned corporation. Our three founding partners, and principal owners, as detailed below, came together because of a common philosophy of growth investing. Initially formed as a growth shop in 1993, we carefully added strategies to balance the business, and patiently grew a healthy and diversified investment management firm. Our partners’ complementary strengths power both the investment decisions and the evolution of the firm. Both our client base and our Client Service Team have grown steadily and purposefully over the years. With assets under management of $2.4596 billion and assets under advisement of $ 1.646 billion as of December 31, 2023, we offer a mix of growth, value, international, and fixed income strategies that serve our clients without sacrificing the high‐quality personal service to which our clients have grown accustomed. Of this $2.459 billion in assets under management, $1.822 billion was managed on a discretionary basis, and $0.637 billion was managed on a non‐discretionary basis. Ownership Structure The firm’s ownership distribution, is as follows: Name of Internal Owner Title % Ownership Al Besse Principal 30%, Founding Owner Stephen S. Lee Principal 30%, Founding Owner Dana H. Stewardson Principal 30%, Founding Owner Richard E. Buchwald Senior Advisor 5%, Owner Marvin I. Kline 5%, Retired Owner Form ADV Part 2A Brochure 2 Investment Advisory Services Overview Logan Capital provides investment supervisory services either on a discretionary or non‐ discretionary basis, depending upon your individual needs. We assess your individual needs before you enter into an investment advisory contract with us, and we determine the investment objectives of your portfolio(s) based on such needs. In establishing your investment objectives, we allow you to impose restrictions on investing in certain securities or industries and other investing restrictions or limitations. Wrap Programs and Directed Brokerage Accounts In addition to offering direct accounts, we also offer investment advisory services to clients through “wrap programs” offered by broker‐dealers, investment advisers and other financial institutions (“sponsors”). Through these wrap programs, clients are offered a program of services, including comprehensive brokerage, custodial, and advisory services. These programs typically offer these bundled services for an all‐inclusive wrapped fee; however, the clients are charged an SEC fee and may be charged other fees. The fees for these programs are typically based on a percentage of assets under management. Under some program arrangements, the fees are not bundled. In such a case, the sponsor and Logan Capital each charge a separate fee for the services provided. Please read Item 5 of this brochure for more information on fees. We offer our advisory services through wrap programs to individuals, trusts, estates, corporations, pension and profit-sharing plans, and others. We are chosen by the client to act as a sub‐adviser through a pre‐selection process administered by the introducing broker‐dealer or financial consultant. Although we do not normally have direct client contact, the pre‐selection process is sufficiently detailed that we are able to provide individualized investment services. In most of these accounts, we are hired for specific investment models or strategies. Although investment restrictions are allowed in these accounts, we are usually given full investment discretion, and we exercise our discretionary authority for the securities to be bought and sold, and the timing of the transactions. Our ongoing contact with the introducing broker‐dealer or financial consultant ensures our ability to maintain individualized investment services. We make ourselves available for direct telephone conversations with clients at the request of the introducing broker or financial consultant. We also make ourselves available for in‐person, one‐ on‐ one meetings when appropriate. For some wrap programs, it is our sole responsibility to provide a model portfolio

to the introducing broker or "overlay" manager, who in turn uses our investment model to manage the portfolios of their clients. The overlay manager uses our model, applies the client’s investment restrictions, makes the ultimate investment decisions, and controls the timing of the transactions. In this case we do not have investment discretion and we classify these as assets under advisement. Although it may be the goal of the overlay manager to apply our strategy fully and completely, we cannot guarantee that they will make the same investment decisions and have the same timing as we do, so the performance of accounts in such a program may vary widely from the performance of other Form ADV Part 2A Brochure 3 accounts that we manage. Logan Capital will use exchange traded funds (“ETFs”) that are passively managed in wrap accounts accepted under the minimum investment, in lieu of individual stocks due to the fact that accounts below the minimum cannot be allocated fractional shares. ETFs are exchange traded products that derive their value from instruments such as stocks, bonds, commodities, or currencies, and trade intra-day on a national securities exchange. Logan Capital’s fee does not include fees or expenses that may be associated with the mutual funds and ETFs in which an account might invest, and which will include advisory fees and operational expenses such as transfer agent, distribution (12b-1), shareholder servicing, networking and recordkeeping fees and any transaction taxes associated with the underlying investments held. Your account will bear these fees and expenses as an investor in such mutual funds and ETFs and, as a result, you may bear higher expenses than if you invested directly in the securities held by such funds and/or other internal expenses. Investment Companies Logan Capital provides investment advisory services to the Logan Capital Broad Innovative Growth Exchange Traded Fund (“ETF”), a series of the Advisors Series Trust which is a registered open‐ end investment company. A complete explanation of our services to this fund is contained in the fund’s prospectus and statement of additional information on file with the SEC. For more information on this fund, please see Items 5 and 10 of this brochure. Asset Allocation and Consulting Services Logan Capital may also provide non‐discretionary asset allocation and consulting services (“consulting services”) to clients. These services are provided with respect to assets that are held at other brokerage or advisory firms (e.g., self‐directed 401k accounts), but for which a client may engage Logan Capital to, among other things, review the investments in the account, make periodic investment recommendations, and monitor the account. Logan Capital provides investment advice to you regarding your retirement plan account, individual retirement account, or other qualified asset under ERISA, we are fiduciaries within the meaning of Title I of the Employee Retirement Income Security and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. The way we make money creates some conflicts with your interests, so Logan Capital operates under a special rule that requires us to act in your best interest and not put our interest ahead of yours. Clients can engage Logan Capital to provide either education or recommendations with respect to qualified ERISA assets including: ▪ from a qualified plan to an IRA; ▪ from an existing third-party IRA to a Logan Capital IRA; ▪ changing the account type of an existing Logan Capital IRA; ▪ from a qualified plan to another qualified plan; and ▪ from an IRA to qualified plan rollover. Form ADV Part 2A Brochure 4 Such provisions also extend to other qualified assets such as Education Savings Accounts and retirement annuities. Clients should fully understand all of the conflicts, risks, costs & expenses, as well as potential benefits associated with moving qualified retirement assets. Clients are under no obligation to accept or follow Logan Capital’s recommendations.