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ADVISORS CAPITAL MANAGEMENT, LLC

CRD 112266File 801-62058
APPROVED
Retail clients
Filing as of Sep 8, 2026
Feed vintage Oct 1, 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

DateFieldFromToChange
Aug 17, 2026Clients18,14018,139decreased by1
Apr 1, 2026Employees87103increased by16
Apr 1, 2026Clients14,67118,140increased by3,469
Apr 1, 2026AUM$9,470,063,452$12,201,257,410increased by$2,731,193,958
Apr 1, 2026Accounts14,67018,140increased by3,470
May 1, 2025
vs Oct 1, 2022
Employees5587increased by32
May 1, 2025
vs Oct 1, 2022
CustodyYesNo
May 1, 2025
vs Oct 1, 2022
Clients8,13314,671increased by6,538
May 1, 2025
vs Oct 1, 2022
AUM$5,346,414,803$9,470,063,452increased by$4,123,648,649
May 1, 2025
vs Oct 1, 2022
Accounts8,13614,670increased by6,534
Apr 1, 2022Employees2855increased by27
Apr 1, 2022Clients6,5908,133increased by1,543
Apr 1, 2022AUM$3,883,906,439$5,346,414,803increased by$1,462,508,364
Apr 1, 2022Accounts6,5938,136increased by1,543
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “ADVISORS CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ADVISORS CAPITAL” may also match similarly-named firms). Confirm identity against each filing.

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.