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Advisors Capital Management LLC
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CRD # | 112266 |
SEC # | 801-62058 |
CIK # | 0001345576 |
AUM | $7.4 BB (2024-08-07) |
Employees | 88 (50% Investors, 0% Brokers) |
Phone | 201-447-3400 |
Address | 10 Wilsey Square Ridgewood, NJ 07450 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($BB) |
---|
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 ($BB) |
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AUM Breakdown | Accounts | AUM ($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
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|
MI | 7.7 |
Choate Investment Advisors LLC
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|
MA | 7.5 |
Seven Post Investment Office LP
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|
CA | 7.5 |
Riverbridge Partners LLC
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|
MN | 7.4 |
Altair Advisers LLC
✚
|
IL | 7.4 |
Great Valley Advisor Group Inc
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|
DE | 7.3 |
Merit Financial Group LLC
✚
|
GA | 7.3 |
Smith Shellnut Wilson LLC
✚
|
MS | 7.2 |
Arbor Point Advisors LLC
✚
|
NE | 6.9 |