Clients
Advisors Capital Management serves 18,140 clients, 2,863 of them high-net-worth individuals. The average client has about $673,000 with the firm, and high-net-worth clients hold 52% of its $12.2 billion in assets.
- Individuals14,979 clients41%
- High-net-worth individuals2,863 clients52%
- Corporations and other businesses171 clients3%
- OtherPension and profit-sharing plans, Charitable organizations, State or municipal government entities, Insurance companies, Other4%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 14,979 | $5,015,342,353 | 41.1% | $335K |
| High-net-worth individuals | 2,863 | $6,321,260,514 | 51.8% | $2.21M |
| Pension and profit-sharing plans | 64 | $105,388,086 | 0.9% | $1.65M |
| Charitable organizations | 59 | $103,374,891 | 0.8% | $1.75M |
| State or municipal government entities | 1 | $1,074,401 | 0.0% | $1.07M |
| Insurance companies | 2 | $123,926,366 | 1.0% | $62.0M |
| Corporations and other businesses | 171 | $355,899,758 | 2.9% | $2.08M |
| Other | 1 | $174,991,041 | 1.4% | $175.0M |
| Total | 18,140 | $12,201,257,410 | 100% | $673K |
- Clients
- 14,979
- Regulatory AUM
- $5,015,342,353
- Share
- 41.1%
- Avg. per client
- $335K
- Clients
- 2,863
- Regulatory AUM
- $6,321,260,514
- Share
- 51.8%
- Avg. per client
- $2.21M
- Clients
- 64
- Regulatory AUM
- $105,388,086
- Share
- 0.9%
- Avg. per client
- $1.65M
- Clients
- 59
- Regulatory AUM
- $103,374,891
- Share
- 0.8%
- Avg. per client
- $1.75M
- Clients
- 1
- Regulatory AUM
- $1,074,401
- Share
- 0.0%
- Avg. per client
- $1.07M
- Clients
- 2
- Regulatory AUM
- $123,926,366
- Share
- 1.0%
- Avg. per client
- $62.0M
- Clients
- 171
- Regulatory AUM
- $355,899,758
- Share
- 2.9%
- Avg. per client
- $2.08M
- Clients
- 1
- Regulatory AUM
- $174,991,041
- Share
- 1.4%
- Avg. per client
- $175.0M
Total
- Clients
- 18,140
- Regulatory AUM
- $12,201,257,410
- Share
- 100%
- Avg. per client
- $673K
What it does
Advisors Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting and educational seminars. It is paid through a percentage of assets, hourly charges and fixed fees.
Advisors Capital Management provided financial planning to 1,500 clients last fiscal year and advises no private funds.
100.0% of assets ($12.20B across 18,140 accounts) are managed with discretion. $3.33B sits in a wrap fee program the firm both sponsors and manages. 1% of clients are outside the U.S., and 34 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks58%
- Funds15%
- Bonds24%
- Investment grade corporate bonds14%
- State and local bonds5%
- High-yield corporate bonds4%
- U.S. government and agency bonds1%
- Cash3%
Custodians
Advisors Capital Management’s client accounts are held mainly at Fidelity, with 53% of managed assets, and LPL Financial, with 25%. Advisors Capital Management does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $6.48B53%
- LPL FinancialLPL Financial LLC · Boston, MA · $3.05B25%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $1.67B14%
- All other custodians$997.0M8%
Ownership and leadership
Acm Holding Trust owns 50% to 75% of Advisors Capital Management.
- Owns 50% to 75% of Advisors Capital Management, LLC
Acm Holding Trust
Control person · since January 2013
- Owns 75% or more of Acm Holding Trust
Charles Lieberman
Control person · since January 2013
- Owns 10% to 25% of Advisors Capital Management, LLC
Kevin Kern
Control person · since December 2002
- Owns 5% to 10% of Advisors Capital Management, LLC
Michael Lieberman
since December 2004
- Owns 5% to 10% of Advisors Capital Management, LLC
David Lieberman
since June 2005
- Owns 5% to 10% of Advisors Capital Management, LLC
Jeremy Lieberman
since September 2015
Leadership
- Steven WeissSenior Counsel and Chief Compliance Officer
- Joanne FeeneyManaging Member
- Kevin KernManaging Member
- Charles LiebermanManaging Member, Chief Investment Officer
- Michael LiebermanManaging Member
- David LiebermanManaging Member
- Jeremy LiebermanManaging Member
- Kevin StraussManaging Member
Staff
- 103 employees
- 57 in advisory functions
- 57 state-registered reps
- 9 insurance agents
- 160 soliciting firms
Reported holdings
Advisors Capital Management’s reported 13F holdings total $9.45B across 634 positions, and the ten largest make up 21.1% of it.
- $9.45B
- Reported 13F value
- 634
- Positions
- 21.1%
- In the 10 largest
- +10.1%
- Value vs. prior quarter
- Apple Inc.3.2%
- Broadcom Inc.3.0%
- Nvidia Corporation2.7%
- Microsoft Corp.2.5%
- Cisco Sys Inc.1.9%
- Alphabet Inc. · Cap Stk CL C1.6%
- iShares TR · Core S&P500 ETF1.6%
- International Business Machs1.6%
- JPMORGAN Chase & CO1.5%
- Amazon Com Inc.1.4%
Together, the ten largest are 21.1% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $9.45B is not its $12.20B in regulatory assets and does not represent any individual client's portfolio.
Fees
Advisors Capital Management is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees).
Advisors Capital Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Advisors Capital Management has 23 offices (1 private residence, listed without an address), with 23 listed addresses across 16 states.
California · 3 listed addresses
- 1825 Grant ST, San Mateo
- 400 Spectrum Center DR, Irvine
- 333 West San Carlos ST., San Jose
Connecticut · 2 listed addresses
- 21 South Street, Litchfield
- 2389 Main Street, Glastonbury
Florida · 2 listed addresses
- 2255 Glades Road, Boca Raton
- 780 Fifth Ave South, Naples
Massachusetts · 2 listed addresses
- 300 Baker Ave., Concord
- 144 North Road, Sudbury
Pennsylvania · 2 listed addresses
- 560 Beaver Street Ext., Mars
- 1900 Market Street, Philadelphia
Texas · 2 listed addresses
- 20333 State Hwy 249, Houston
- 550 Reserve ST, Southlake
Colorado · 1 listed address
- 1550 Wewatta ST, Denver
Illinois · 1 listed address
- 1415 West 22nd ST, Oak Brook
Michigan · 1 listed address
- 801 W Big Beaver RD, Troy
New Hampshire · 1 listed address
- 18 Hampton RD, Exeter
New Jersey · 1 listed address
- 10 Wilsey Square, Suite 200, RidgewoodHQ
New York · 1 listed address
- 333 W Commercial ST, East Rochester
North Carolina · 1 listed address
- 4509 Creedmore RD, Raleigh
Ohio · 1 listed address
- 7055 Engle RD., Middleburg Heights
Tennessee · 1 listed address
- 3200 West End Avenue, Nashville
Washington · 1 listed address
- 221 1st Ave W, Seattle
Other business names
Advisors Capital Management has reported 3 other business names to the SEC.
- Acm Wealth
- Advisors Capital
- Bridgeview Wealth
Registration details
- Legal name
- Advisors Capital Management, LLC
- Headquarters
- 10 Wilsey Square, Suite 200, Ridgewood, NJ 07450
- Phone
- 201-447-3400
- Website
- www.advisorscapital.com
- SEC file
- 801-62058
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Advisors Capital Management have?
Advisors Capital Management has 18,140 clients and manages $12.2 billion for them, as of September 2026. They include 14,979 other individuals, 2,863 high-net-worth individuals and 171 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 8 September 2026
What services does Advisors Capital Management offer?
Advisors Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Advisors Capital Management use?
Advisors Capital Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $6,483,953,726, LPL Financial LLC (Boston, MA), with $3,053,005,450 and Charles Schwab & Co., Inc. (Westlake, TX), with $1,667,336,793. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 September 2026
How many financial advisors does Advisors Capital Management have?
Advisors Capital Management has 57 investment adviser representatives registered with state securities authorities, out of 103 employees, and 57 perform investment advisory functions. 0 are registered representatives of a broker-dealer and 9 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Advisors Capital Management invest in?
At the end of its last fiscal year, Advisors Capital Management’s separately managed accounts held 58% exchange-traded equities, 15% registered funds (mutual funds, ETFs, BDCs), 14% investment grade corporate bonds, 5% state and local bonds, 4% high-yield corporate bonds, 3% cash and equivalents and 1% U.S. government and agency bonds. It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Advisors Capital Management?
Advisors Capital Management is owned through a trust by Charles Lieberman. Its direct owners are Kevin Kern (10% to 25%), Michael Lieberman (5% to 10%), David Lieberman (5% to 10%), Jeremy Lieberman (5% to 10%) and Acm Holding Trust (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 8 September 2026
How does Advisors Capital Management get paid?
Advisors Capital Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file