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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Matrix emberCatalyst vertex +more
- Established Date
- 12-31-2002
- Office Locations
- 35
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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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%
Quantum value
Zenith north catalyst
- CRD
- #32287
- Ownership
- 10.9%
Showing 2 of 8 owners & executives
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SUSAN MARIE AHLFELD
Wealth Advisor
- CRD
- #4514386
CHRISTOPHER DAVID BADARACCO
Wealth Advisor
- CRD
- #7076172
Matrix value
Bridge summit catalyst
- CRD
- #75333
Showing 2 of 60 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
Total SMA Asset: $12,201,257,410
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $214,082,141 | 16.0% |
| Public Funds | $295,700,958 | 22.1% |
| Corporate - Investment Grade | $151,195,512 | 11.3% |
| Municipal Bonds | $74,928,749 | 5.6% |
| Corporate - Non-Investment Grade | $96,336,964 | 7.2% |
| Cash | $155,209,552 | 11.6% |
| U.S. Government/Agency | $350,559,507 | 26.2% |
| Total | $1,338,013,383 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MERIDIAN PATHWAY EMBER | MERIDIAN ZENITH | 0KK4GX08G | NLU | 3.34% | $102,532,867 |
| PEAK INSIGHT | MATRIX EMBER | URK2R5J3M | CRWN | 11.83% | $71,962,510 |
| CATALYST BRIDGE CATALYST | OAK UNISON | CGR0PLJNM | ZKGG | 9.43% | $4,780,554 |
| OPTIMA SUMMIT CATALYST | PIONEER RIDGE | KMLQIOLNQ | GPOKZ | 6.91% | $13,917,700 |
| NORTH MATRIX CREST | TIMBER MERIDIAN | XOG2OVXZX | JHAXP | 8.05% | $39,755,939 |
| ELEMENT FRONTIER VECTOR | QUANTUM SIGNAL | 4OLE5MMRV | VXOW | 4.13% | $80,195,072 |
| LEGACY LEGACY | BEACON ZENITH | 5DR7NYEWY | RFNY | 8.40% | $72,240,532 |
| FOUNDATION RADIAL | HARBOR FUSION | S0TO95URV | RRF | 7.12% | $95,966,039 |