Advisors Capital Management, Llc
SEC-registered
Wealth Manager · Large ($10B–$100B)
CRD 112266
· SEC file 801-62058
· Ridgewood, NJ
· www.bridgeviewwealth.com
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $12.2B
- Discretionary
- $12.2B
- Clients
- 18,140
- Avg AUM / client
- $673K
- Accounts
- 18,140
- Employees
- 103
AUM over time
$329M
$12.2B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Investments (13F portfolio — 566 positions, $8,581,449,970)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | COM | $257,725,905 | 1,015,508 | 3.0% | 2.11% |
| 2 | Broadcom Inc | COM | $235,332,243 | 760,338 | 2.74% | 1.93% |
| 3 | Microsoft Corp | COM | $233,249,294 | 630,113 | 2.72% | 1.91% |
| 4 | Nvidia Corporation | COM | $212,204,624 | 1,216,769 | 2.47% | 1.74% |
| 5 | Citigroup Inc | COM NEW | $131,400,976 | 1,158,636 | 1.53% | 1.08% |
| 6 | Abbvie Inc | COM | $130,839,239 | 601,587 | 1.52% | 1.07% |
| 7 | Chevron Corporation | COM | $129,945,206 | 628,058 | 1.51% | 1.07% |
| 8 | Jpmorgan Chase & Co | COM | $128,985,215 | 438,486 | 1.5% | 1.06% |
| 9 | Johnson & Johnson | COM | $127,482,025 | 521,526 | 1.49% | 1.04% |
| 10 | Philip Morris Intl Inc | COM | $126,543,497 | 765,353 | 1.47% | 1.04% |
| 11 | Alphabet Inc | CAP STK CL C | $125,155,196 | 436,293 | 1.46% | 1.03% |
| 12 | Cisco Sys Inc | COM | $124,937,137 | 1,610,222 | 1.46% | 1.02% |
| 13 | Ishares Tr | CORE S&P500 ETF | $124,467,592 | 190,547 | 1.45% | 1.02% |
| 14 | International Business Machs | COM | $123,922,413 | 511,252 | 1.44% | 1.02% |
| 15 | Amazon Com Inc | COM | $115,186,316 | 553,062 | 1.34% | 0.94% |
| 16 | Alphabet Inc | CAP STK CL A | $102,036,185 | 354,834 | 1.19% | 0.84% |
| 17 | Kinder Morgan Inc Del | COM | $101,281,490 | 3,020,623 | 1.18% | 0.83% |
| 18 | Vanguard Index Fds | GROWTH ETF | $95,688,880 | 219,072 | 1.12% | 0.78% |
| 19 | Tjx Cos Inc New | COM | $92,843,956 | 581,364 | 1.08% | 0.76% |
| 20 | Blackstone Inc | COM | $81,788,429 | 711,265 | 0.95% | 0.67% |
| 21 | Boeing Co | DEP CONV PFD A | $81,045,405 | 1,249,158 | 0.94% | 0.66% |
| 22 | Honeywell Intl Inc | COM | $79,443,980 | 351,475 | 0.93% | 0.65% |
| 23 | Verizon Communications Inc | COM | $79,292,440 | 1,579,530 | 0.92% | 0.65% |
| 24 | Duke Energy Corp New | COM NEW | $78,860,395 | 602,263 | 0.92% | 0.65% |
| 25 | Berkshire Hathaway Inc Del | CL B NEW | $78,652,886 | 164,133 | 0.92% | 0.64% |
Top 25 of 566 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 14,979 | $5.0B | 41.1% |
| High net worth individuals | 2,863 | $6.3B | 51.8% |
| Pension and profit sharing plans | 64 | $105M | 0.86% |
| Charitable organizations | 59 | $103M | 0.85% |
| State or municipal government entities | 1 | $1.1M | 0.01% |
| Insurance companies | 2 | $124M | 1.02% |
| Corporations and other businesses | 171 | $356M | 2.92% |
| Other | 1 | $175M | 1.43% |
People (59)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Charles Lieberman | Managing Member, Chief Investment Officer | Dec 2002 (24y) | ≈ 37.5% – 75% via Acm Holding Trust | |
| Kevin Gerard Kern | Managing Member | Dec 2002 (24y) | 10% – 25% | |
| Michael Steven Lieberman | Managing Member | Dec 2004 (22y) | 5% – 10% | |
| David Jonathan Lieberman | Managing Member | Jun 2005 (21y) | 5% – 10% | |
| Joanne Feeney | Managing Member | Aug 2015 (11y) | Less than 5% | |
| Jeremy Alan Lieberman | Managing Member | CFA | Sep 2015 (11y) | 5% – 10% |
| Kevin Eric Strauss | Managing Member | CFA | Nov 2019 (7y) | Less than 5% |
| Ross, Robert, Karl | Chief Compliance Officer | Feb 2023 (4y) | Less than 5% | |
| Mark William Opila | Registered representative | CFP | Sep 2006 (20y) | |
| Lee Vincent Balducci | Registered representative | Oct 2013 (13y) | ||
| Joseph Robert Richard | Registered representative | Apr 2014 (12y) | ||
| Karen Paula Loschiavo | Registered representative | Jan 2015 (12y) | ||
| Michael Emmanuel Brodie | Registered representative | Jan 2015 (12y) | ||
| Jeffrey P Deiss | Registered representative | CFP | Apr 2015 (11y) | |
| John James Bruggemann | Registered representative | CFP | Apr 2015 (11y) | |
| Robert Judd Lasater | Registered representative | Oct 2015 (11y) | ||
| Robert Ryan Mckinney | Registered representative | Dec 2017 (9y) | ||
| Kevin Scott Kelly | Registered representative | Jan 2019 (8y) | ||
| Susan Carol Kimmel | Registered representative | CFP | Aug 2019 (7y) | |
| Matthew Brett Terzian | Registered representative | CFP CFA | Feb 2020 (6y) | |
| James Andrew Friedman | Registered representative | Jun 2020 (6y) | ||
| Stephen Marc Weiner | Registered representative | CFP | Aug 2020 (6y) | |
| Frani Michele Feit | Registered representative | CFP | Sep 2020 (6y) | |
| Stephen Michael Cash | Registered representative | CFP | Dec 2020 (6y) | |
| Vincent Anthony Mattone | Registered representative | CFP | Jun 2021 (5y) | |
| Theodore Marcel Shediac | Registered representative | Sep 2021 (5y) | ||
| Zachary Ryan Smith | Registered representative | Oct 2021 (5y) | ||
| Matthew D Nimrick | Registered representative | CFP | Feb 2023 (3y) | |
| Felipe Mejia | Registered representative | CFP | May 2023 (3y) | |
| Susan Marie Ahlfeld | Registered representative | CFP | Jun 2023 (3y) | |
| Corie Evan Gabriel | Registered representative | Jul 2023 (3y) | ||
| Timothy Eric Hermann | Registered representative | CFP | Jul 2023 (3y) | |
| Justin B Isaac | Registered representative | Sep 2023 (3y) | ||
| Rodger Dale Isom | Registered representative | CFP | Oct 2023 (3y) | |
| Konner Gershkoff | Registered representative | Nov 2023 (3y) | ||
| Leonard Frank Nowak | Registered representative | CFP | Dec 2023 (3y) | |
| Brian Glenn Carlson | Registered representative | CFP | Apr 2024 (2y) | |
| Jamey Lynn Keller | Registered representative | Jul 2024 (2y) | ||
| Christopher David Badaracco | Registered representative | CFP | Nov 2024 (2y) | |
| Cindy Marie Pitonzo | Registered representative | Chartered Financial Consultant | Dec 2024 (2y) | |
| Aaron Michael Robinson | Registered representative | Jan 2025 (2y) | ||
| Richard Bryan Meyers | Registered representative | Mar 2025 (1y) | ||
| Daniel Paul De Riso | Registered representative | CFA | Mar 2025 (1y) | |
| Jason David Dray | Registered representative | Apr 2025 (1y) | ||
| Darrell Victor Szymanski | Registered representative | Aug 2025 (1y) | ||
| David Lee Ruff | Registered representative | CFA | Sep 2025 (1y) | |
| Gustave Joseph Scacco | Registered representative | Sep 2025 (1y) | ||
| Michael A Surbrug | Registered representative | Sep 2025 (1y) | ||
| Vincent A Panizzi | Registered representative | CFP | Oct 2025 (1y) | |
| Katherine Spines | Registered representative | Oct 2025 (1y) | ||
| Nicholas Antony Caradonna | Registered representative | Oct 2025 (1y) | ||
| Jacob A Haynes | Registered representative | Nov 2025 (1y) | ||
| Kenneth Ian Deane | Registered representative | Nov 2025 (1y) | ||
| Lindsey Jane Owen | Registered representative | CFP | Dec 2025 (1y) | |
| Daniel Scott Lancaster | Registered representative | CFA | Apr 2026 (0y) | |
| Jacob Newhard Saxton | Registered representative | Apr 2026 (0y) | ||
| Michael J Knight | Registered representative | CFP | May 2026 (0y) | |
| Harmony Smith | Registered representative | CFP | Jun 2026 (0y) | |
| Ira Gene Sager | Registered representative | CFP | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Acm Holding Trust | Owner | Jan 2013 | A | 50% – 75% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Charles Lieberman: 75% – 100% of Acm Holding Trust × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.13 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $6.5B (53% of AUM) Mar 2026
- LPL Financial $3.1B (25% of AUM) Mar 2026
- Charles Schwab & Co. $1.7B (14% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗