|
⚲
|
| Keyboard |
| Advisors Capital Management LLC
✚
|
|
|---|---|
| CRD # | 112266 |
| SEC # | 801-62058 |
| CIK # | 0001345576 |
| AUM | 12.20 B (2026-03-31) |
| Employees | 103 (55% Investors, 0% Brokers) |
| Phone | 201-447-3400 |
| Address | 10 Wilsey Square Ridgewood, NJ 07450 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.3 | ||
| Broadcom Inc | 0.2 | ||
| Microsoft Corp | 0.2 | ||
| Nvidia Corp | 0.2 | ||
| Citigroup Inc | 0.1 | ||
| AbbVie Inc | 0.1 | ||
| Chevron Corp | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Johnson & Johnson | 0.1 | ||
| Philip Morris International 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) | 14,979 | 5.0 |
| (b) Individuals (high net worth individuals) | 2,863 | 6.3 |
| (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 | 64 | 0.1 |
| (h) Charitable organizations | 59 | 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 | 171 | 0.4 |
| (n) Other | 1 | 0.2 |
| Total | 18,140 | 12.2 |
| By Discretionary | ||
| Discretionary | 18,140 | 12.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 18,140 | 12.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 12.2 | |
| Total | 18,140 | 12.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001345576] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 34 (1 non-US) |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Ameritas Advisory Services LLC
✚
|
NE | 13.75 B |
|
The Mather Group LLC
✚
|
IL | 13.45 B |
|
CBIZ Investment Advisory Services LLC
✚
|
OH | 12.76 B |
|
Brookstone Capital Management LLC
✚
|
IL | 12.75 B |
|
Appleton Partners Inc
✚
|
MA | 12.55 B |
|
NorthRock Partners LLC
✚
|
MN | 12.19 B |
|
Mairs and Power Inc
✚
|
MN | 12.14 B |
|
Sentinel Pension Advisors LLC
✚
|
MA | 11.94 B |
|
Pure Financial Advisors LLC
✚
|
CA | 11.05 B |
|
Modern Wealth Management LLC
✚
|
MO | 10.90 B |