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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-31-2002
- Office Locations
- 38
Office Locations
About Advisors Capital Management, LLC
Advisors Capital Management (ACM Wealth) provides wealth management and financial planning for families, pairing ongoing monitoring with an annually reviewed financial game plan. Its in-house investment team builds portfolios of individually selected securities tailored to client goals, existing holdings, and restrictions, informed by economic expertise from academia, the Federal Reserve, and Wall Street. The firm also offers Women & Wealth services and regular market commentary with national media appearances.
Reported data analysis
What the numbers show
Between December 17, 2025 and March 31, 2026, reported AUM increased 28.8%, from $9.5B to $12.2B.
Across 5 reported observations, AUM increased 128.2% between August 30, 2022 and March 31, 2026, from $5.3B to $12.2B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 57 advisory representatives and 18,174 clients, or 318.8 clients per representative. That equates to $671.4K in reported AUM per client.
The profile lists 38 reported office locations and 23 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
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- Services
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Owner & Executives
KEVIN GERARD KERN
Managing Member, Partner
- CRD
- #1364994
- Ownership
- 10% but less than 25%
DAVID JONATHAN LIEBERMAN
Director, Managing Member
- CRD
- #2915782
- Ownership
- 5% but less than 10%
Showing 2 of 8 owners & executives
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SUSAN MARIE AHLFELD
Wealth Advisor
- CRD
- #4514386
Philip Henry Allen IV
--
- CRD
- #6936040
Showing 2 of 61 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,201,257,410 | $672,616 |
| Non-Discretionary | $0 | -- |
| Total | $12,201,257,410 | $672,616 |
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Separately Managed Accounts
SMA allocation detail is available
Advisors Capital Management, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Advisors Capital Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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