# Advisors Capital Management, LLC

> Advisors Capital Management, LLC is an SEC-registered investment advisory firm in Ridgewood, NJ, registered since 2003, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 8, 2026.

- CRD: 112266
- Filed as: ADVISORS CAPITAL MANAGEMENT, LLC
- Also doing business as: ACM WEALTH, ADVISORS CAPITAL, BRIDGEVIEW WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Ridgewood, NJ
- Filing period: October 2026
- Form ADV filing dated: September 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/112266
- AdvisorCensus page: https://advisorcensus.com/firm/advisors-capital-management-llc-ridgewood-nj-112266

## Quick answers

**How is Advisors Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Advisors Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Advisors Capital Management, LLC located?**
Advisors Capital Management, LLC's principal office is in Ridgewood, NJ, according to its Form ADV; the October 2026 filing also lists 22 other offices (Schedule D, Section 1.F).

**Is Advisors Capital Management, LLC registered with the SEC or a state?**
Advisors Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 112266.

**How much does Advisors Capital Management, LLC manage?**
Advisors Capital Management, LLC reports $12,201,257,410 in regulatory assets under management in its Form ADV filing dated September 8, 2026 (100% discretionary).

**How have Advisors Capital Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Advisors Capital Management, LLC: Regulatory assets under management: $3,883,906,439 in the October 2021 data and $12,201,257,410 in the October 2026 data, up 214%. Total employees: 28 in October 2021 and 103 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Advisors Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (14,979); high net worth individuals (2,863); corporations or other businesses not listed above (171).

**Which custodians does Advisors Capital Management, LLC use?**
Advisors Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and LPL Financial LLC as custodians holding 10% or more of its separately managed account assets.

**Does Advisors Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/112266

**What changed in Advisors Capital Management, LLC's recent Form ADV filings?**
In the October 2026 filing data: Changed its office addresses in Denver, CO. Changed its office addresses in East Rochester, NY. Changed its office addresses in Exeter, NH. Changed its office addresses in Irvine, CA. Changed its office addresses in Oak Brook, IL. Changed its office addresses in San Jose, CA. Changed its office addresses in San Mateo, CA. Changed its office addresses in Southlake, TX. Changed its office addresses in Troy, MI. Added an office in Sudbury, MA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $12,201,257,410
- Discretionary: $12,201,257,410
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14,979 | $5,015,342,353 |
| High net worth individuals | 2,863 | $6,321,260,514 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 64 | $105,388,086 |
| Charitable organizations | 59 | $103,374,891 |
| State or municipal government entities (including government pension plans) | 1 | $1,074,401 |
| Insurance companies | 2 | $123,926,366 |
| Corporations or other businesses not listed above | 171 | $355,899,758 |
| Other | 1 | $174,991,041 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2003 (23 years)
- Employees: 103 total, 57 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Boca Raton, FL
- Concord, MA
- Denver, CO
- East Rochester, NY
- Exeter, NH
- Glastonbury, CT
- Houston, TX
- Irvine, CA
- Litchfield, CT
- Mars, PA
- Middleburg Heights, OH
- Naples, FL
- Nashville, TN
- Oak Brook, IL
- Philadelphia, PA
- Raleigh, NC
- San Jose, CA
- San Mateo, CA
- Seattle, WA
- Southlake, TX
- Sudbury, MA
- Troy, MI

### Websites listed on Form ADV (Item 1.I)
- acmwealth.com
- advisorscapital.com
- advisorscenter.com
- bridgeviewwealth.com
- Facebook @ADVISORSCENTER
- LinkedIn @advisors-capital-management
- X @ACMINVESTORS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $3,883,906,439 | 28 | September 28, 2021 |
| October 2022 | $5,346,414,803 | 55 | August 30, 2022 |
| October 2023 | $5,601,706,059 | 68 | April 4, 2023 |
| October 2024 | $7,440,044,457 | 88 | August 7, 2024 |
| October 2025 | $9,470,063,452 | 87 | July 25, 2025 |
| October 2026 | $12,201,257,410 | 103 | September 8, 2026 |

Regulatory assets under management: $3,883,906,439 in the October 2021 data and $12,201,257,410 in the October 2026 data, up 214%.
Total employees: 28 in October 2021 and 103 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Changed its office addresses in Denver, CO.
- Changed its office addresses in East Rochester, NY.
- Changed its office addresses in Exeter, NH.
- Changed its office addresses in Irvine, CA.
- Changed its office addresses in Oak Brook, IL.
- Changed its office addresses in San Jose, CA.
- Changed its office addresses in San Mateo, CA.
- Changed its office addresses in Southlake, TX.
- Changed its office addresses in Troy, MI.
- Added an office in Sudbury, MA.

### April 2026
- Added the business name Advisors Capital.
- Employees performing advisory functions went from 41 to 57.
- Regulatory assets under management went from $9,470,063,452 to $12,201,257,410 (+29%).
- Changed its office addresses in Nashville, TN.
- Added an office in Concord, MA.
- Added an office in Middleburg Heights, OH.
- Added an office in San Jose, CA.
- No longer lists an office in Akron, OH.
- No longer lists an office in Cambridge, MA.

### January 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Advisors Capital Management, LLC (CRD 112266): Form ADV filing data as of October 2026.
