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Advisors Capital Management, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Assets

Assets

Last updated on June 12, 2019
    • $2.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 5K
      Accounts
    • $415.9K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

24

name start date
David Jonathan Lieberman
March 2013
Amit Chopra
April 2019
R Ryan Mckinney
December 2017
John James Bruggemann
April 2015
Ann Catherine Eisenhart
May 2012

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Advisors Capital Planning, LLC -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Kevin Girard Kern Managing Member December, 2002 10% to 25%
      Michael Steven Lieberman Managing Member December, 2004 5% to 10%
      David Jonathan Lieberman Managing Member June, 2005 5% to 10%
      Jeremy Alan Lieberman Managing Member September, 2015 5% to 10%
      Charles Lieberman Managing Member, Chief Investment Officer December, 2002 less than 5%
      James Michael Cullen Chief Compliance Officer June, 2017 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges