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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

Name Assets
Schwab Short-Term US Treasury ETF $2,250,000

    Assets

    Assets

    Last updated on June 18, 2017
      • $1.5B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 4K
        Accounts
      • $363.1K
        Estimated Average Account Balance

    Services

    Firm Services

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

    Firm Client types

    Advisors

    Current Advisors

    # of advisors

    21

    name start date
    Stephen James Zurilla
    October 2007
    Robert Judd Lasater
    October 2015
    Karen Paula Loschiavo
    January 2015
    Ann Catherine Eisenhart
    May 2012
    Mark William Opila
    September 2006

      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