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Advisors Capital Management, LLC
Advisors Capital Management, LLC (ACM) is an SEC-registered investment adviser headquartered in Ridgewood, New Jersey, founded in 1998 by Dr. Charles Lieberman and Kevin Kern. ACM serves clients nationwide through two main divisions: ACM Wealth, offering individualized wealth management for direct clients, and Advisors Capital, providing outsourced investment management for unaffiliated registered investment advisors and broker-dealers. The firm manages discretionary portfolios tailored to client investment objectives and offers financial planning and consulting services. ACM employs 88 professionals and is focused on serving individuals, high net worth individuals, and select institutional clients.
Investment Strategy
Advisors Capital Management provides discretionary portfolio management with personalized investment strategies aligned to client objectives, risk tolerance, and liquidity needs. Their offerings include uniquely designed private accounts, model separate accounts, and ETF strategies, with solutions spanning individual securities and managed mutual funds. ACM's detailed process assesses clients' financial goals, develops tailored asset allocation plans, implements investment programs, continuously rebalances portfolios, and monitors risks. ACM does not limit recommendations to specific investment types, instead selecting investments suited to each client's profile with a focus on risk management and long-term growth.
Latest 13F Filing Activity
Advisors Capital Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 514 equity positions with a total 13F market value of $7B. The fund increased holdings in Broadcom Inc., Microsoft Corp., Nvidia Corporation among other positions. Advisors Capital Management, LLC reduced exposure to Unitedhealth Group Inc., Disney Walt Co., United Parcel Service Inc. among others.
Top Holdings
Equity Positions (514)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 3.98% | $290.5M | 583,946 | $276.92 | $497.41 | +$78.1M |
A AVGO | BROADCOM INC | 3.49% | $254.6M | 923,681 | $30.13 | $275.65 | +$99.1M |
A AAPL | APPLE INC | 2.68% | $195.8M | 954,478 | $193.41 | $205.17 | -$6.1M |
N NVDA | NVIDIA CORPORATION | 2.56% | $186.5M | 1,180,769 | $83.50 | $157.99 | +$69.7M |
P PM | PHILIP MORRIS INTL INC | 1.68% | $122.9M | 674,953 | $85.46 | $182.13 | +$17.5M |
Industry Allocation
Investment Team (16)
| Name | Role | Location | |
|---|---|---|---|
C Claire Comerford | Senior Vice President - Advisor Solutions | New York, NY , United States | |
 | Managing Director & Partner; Director of Investment Research & Corporate Development | Ridgewood, NJ , United States | |
 | Senior Portfolio Manager | Oakland, CA , United States | |
 | Partner | Ridgewood, NJ , United States | |
J JoAnne Feeney | Portfolio Manager | New York, NY , United States | |
 | Regional Vice President | Birmingham, AL , United States | |
 | Partner and Fixed Income Portfolio Manager | United States | |
 | Managing Director and Portfolio Manager | United States | |
 | Partner and Host of the ACM 10 Second Interview Show | Ridgewood, NJ , United States | |
 | Regional Vice President | Santa Ana, CA , United States |
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