Advisors Capital Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
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)
Fees
Minimum
Phone201-447-3400
Address10 Wilsey Square
Ridgewood, NJ 07450
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($B)
151296302003201120192027
CIK Period
0001345576
Sector Form 13F Holdings Value ($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
Alphabet Inc 0.1
Cisco Systems Inc 0.1
International Business Machines Corp 0.1
Amazon Com Inc 0.1
Alphabet Inc 0.1
Kinder Morgan Inc 0.1
TJX Companies Inc /DE/ 0.1
Blackstone Group LP 0.1
Honeywell International Inc 0.1
Verizon Communications Inc 0.1
Duke Energy Corp 0.1
United Technologies Corp /DE/ 0.1
Ingersoll-Rand PLC 0.1
Oneok Inc /New/ 0.1
Pfizer Inc 0.1
 
 
 
 
 
 
Prev | Page 1 | Next
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
Clients34 (1 non-US)
ServesInstitutional, 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
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com