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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Advisors Capital Management LLC
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| CRD # | 112266 |
| SEC # | 801-62058 |
| CIK # | 0001345576 |
| AUM | $9.5 B (2025-07-25) |
| Employees | 87 (47% Investors, 0% Brokers) |
| Phone | 201-447-3400 |
| Address | 10 Wilsey Square Ridgewood, NJ 07450 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.3 | ||
| Broadcom Inc | 0.3 | ||
| Apple Inc | 0.2 | ||
| Nvidia Corp | 0.2 | ||
| Philip Morris International Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Blackstone Group LP | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| AbbVie Inc | 0.1 | ||
| Cisco Systems Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12,561 | 4.4 |
| (b) Individuals (high net worth individuals) | 1,858 | 4.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 58 | 0.1 |
| (h) Charitable organizations | 53 | 0.1 |
| (i) State or municipal government entities | 1 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 137 | 0.3 |
| (n) Other | 1 | 0.2 |
| Total | 14,670 | 9.5 |
| By Discretionary | ||
| Discretionary | 14,670 | 9.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 14,670 | 9.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.5 | |
| Total | 14,670 | 9.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001345576] |
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|---|---|---|
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CBIZ Investment Advisory Services LLC
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OH | 10.5 |
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IL | 10.4 |
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NV | 9.4 |
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Gregory J Schwartz & Co Inc
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Planmember Securities Corporation
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CA | 9.0 |
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Forvis Mazars Wealth Advisors LLC
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MO | 8.9 |
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Choate Investment Advisors LLC
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MA | 8.9 |
|
Altair Advisers LLC
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IL | 8.7 |