ADVISORS CAPITAL MANAGEMENT, LLC

CRD

112266

SEC file #

801-62058

EIN

133994630

DBA names

—

Economics

AUM

$12.20B

AUM band

$1B+

AUM trajectory

'20 · $2.13B

'21 · $3.20B

'22 · $3.88B

'23 · $5.35B

'25 · $9.47B

'26 · $12.20B

'20'26

$2.13B → $12.20B▲ +472%

sec adv history

Client mix

Individuals Other	14,979
Individuals High Net Worth	2,863
Corporations	171
Pension Profit Sharing Plans	64
Charitable Organizations	59

Operations

Employees (total)

103

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 19 advisors

'21 · 19 advisors

'22 · 19 advisors

'23 · 35 advisors

'25 · 41 advisors

'26 · 57 advisors

'20'26

19 advisors → 57 advisors▲ +200%

sec adv history

Primary office

RIDGEWOOD NJ

Branches

—

Custodian & Brokerage

Primary custodian

Fidelitymedium confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

03/31/2026

ADV-W filed at

—

Website

bridgeviewwealth.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

ACM HOLDING TRUST

Top Owner Pct

62.5

Top Owner Entity Kind

Owner Count

Control Persons

ACM HOLDING TRUST

KERN, KEVIN, GERARD

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

BRIDGEVIEWWEALTH.COM

Rdap Domain Creation Date

2014-08-22T13:38:05Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Participants

Form 5500 Compensation Trajectory 3y

2024

Form 5500 Plan Count Trajectory 3y

2024

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001345576

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2005-12-07

Edgar Last Filing Date

2026-05-01

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-01

Accession0002063364-26-000145

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Window

Fidelity

Full

Charles Schwab	6
Lpl Financial	6
Fidelity	5
E*trade	4

adv brochure

Edgar Addresses

Mailing

10 WILSEY SQUARE SUITE 200RIDGEWOOD, NJ 07450

Business

10 WILSEY SQUARE SUITE 200RIDGEWOOD, NJ 07450

Edgar EIN

133994630

Edgar Recent Filings

13F-HR2026-05-01 · 0002063364-26-000145

13F-HR2026-01-29 · 0002063364-26-000044

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2029-08-22T13:38:05Z

Rdap Domain Last Changed

2024-08-23T18:02:39Z

Rdap Nameservers

Ns67.domaincontrol.comNs68.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Trust Company Affiliate