ADVISORS CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- RIDGEWOOD, New Jersey
- CRD number
- 112266
- Registered since
- May 16, 2003
- Website
- acmwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI51.81%
- Individuals41.11%
- Corporations / Businesses2.92%
- Other1.43%
- Insurance Companies1.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Advisors Capital Management, LLC is an independent registered investment adviser in operation since 2003 that serves both individual/family and institutional clients. The firm combines financial planning with discretionary portfolio management across individual, small-business and institutional accounts, and offers pension consulting and educational workshops. Its fee model includes percentage-of-AUM fees along with hourly and fixed-fee options. Advisors Capital is not positioned as an ESG investor and, per the available data, is not described as a multi-state or newly formed adviser. The firm received industry recognition in 2020, appearing on Financial Times’ Top 300 RIA Firms list and on FA Magazine’s Top RIA Firms list.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities58%
- Public Funds/Mutual Funds15%
- Investment Grade Corp Bonds14%
- State & Local Bonds5%
- Non-Investment Grade Corp Bonds4%
Owners & executives
2 of 2STEVEN WEISS
General Counsel, Chief Operating OfficerCRD 5501942
Michael Knight
Wealth CoordinatorCRD 7039658
Contacts
3 of 58DANIEL LANCASTER
Wealth AdvisorCRD 6108780
Felipe Mejia
Senior Wealth AdvisorCRD 6324765
MICHAEL LIEBERMAN
PartnerCRD 4660467
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 185Active vs passive
$1.4B in ETFs
97%
$1.4B
2%
$38.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $124M | 190,547 | 8.82% |
Location
RIDGEWOOD, NJ
BERGEN
Location
RIDGEWOOD, NJ
Headquartered in RIDGEWOOD, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- BERGEN
- Address
- 10 Wilsey Sq
- Time zone
- ET (UTC-5)
- Office locations
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