Advisors Capital Management LLC

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Assets, Funds, Holdings

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Advisors Capital Management LLC
CRD #112266
SEC #801-62058
CIK #0001345576
AUM $7.4 BB (2024-08-07)
Employees 88 (50% Investors, 0% Brokers)
Phone201-447-3400
Address10 Wilsey Square
Ridgewood, NJ 07450
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
7.56.04.53.01.50.02002200920172025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
MSFT 1,918.2 0.0
AAPL 2,382.8 0.0
AVGO 201.3 0.0
NVDA 399.6 0.0
BX 69.1 0.0
ABBV 269.5 0.0
GOOG 1,482.6 0.0
JPM 340.2 0.0
QCOM 147.4 0.0
AMZN 1,093.0 0.0
View All
Holdings by Sector ($BB)
4.03.22.41.60.80.02013201720212025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 11,067 3.8
(b) Individuals (high net worth individuals) 1,356 3.0
(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 59 0.1
(h) Charitable organizations 48 0.1
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 2 0.1
(l) Sovereign wealth funds and foreign official institutions 1 0.1
(m) Corporations or other businesses not listed above 113 0.2
(n) Other 0 0.0
Total 12,646 7.4
By Discretionary
Discretionary 12,646 7.4
Non-Discretionary 0 0.0
Total 12,646 7.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 7.4
Total 12,646 7.4
EDGAR Form CIK 2011 - 2024
13F-HR [0001345576]
Comparable Firms State AUM ($BB)
CliftonLarsonAllen Wealth Advisors LLC
MN 8.0
Gregory J Schwartz & Co Inc
MI 7.7
Choate Investment Advisors LLC
MA 7.5
Seven Post Investment Office LP
CA 7.5
Riverbridge Partners LLC
MN 7.4
Altair Advisers LLC
IL 7.4
Great Valley Advisor Group Inc
DE 7.3
Merit Financial Group LLC
GA 7.3
Smith Shellnut Wilson LLC
MS 7.2
Arbor Point Advisors LLC
NE 6.9
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