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ADVISORS CAPITAL MANAGEMENT, LLC

CRD 112266File 801-62058
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$12.20B
Top 10% of cohort (national)
Discretionary AUM
$12.20B
Clients
18,139
18,140 accounts
Employees
103
Top 10% of cohort in NJ

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
May 16, 2003
Principal office
10 WILSEY SQUARE, SUITE 200, RIDGEWOOD, NJ, 07450
Phone
201-447-3400

Assets & accounts

ADV Item 5F
Total regulatory AUM
$12.20B
Discretionary AUM
$12.20B
Non-discretionary AUM
$0
Discretionary accounts
18,140
Non-discretionary accounts
0
Total accounts
18,140
AUM per client
$673K

Clients by type

ADV Item 5D
Client typeClientsAUM
Other171$355.9M
Insurance companiesFewer than 5$123.9M
Charitable organizations59$103.4M
High net worth individuals2,863$6.32B
Pension and profit sharing plans64$105.4M
State or municipal government entitiesFewer than 5$1.1M
Individuals (other than high net worth individuals)14,979$5.02B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Other
  • Financial planning services
  • Portfolio management for other
  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 17, 2026Clients1814018139
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.