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ADVISORS CAPITAL MANAGEMENT, LLC

RIDGEWOOD, NJ · CRD 112266 · IAPD ↗ · bridgeviewwealth.com · 201-447-3400

$12.20BRegulatory AUM
57Advisory reps
103Employees
34Clients
More than 500Planning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
October 2026 — ADVISORS CAPITAL MANAGEMENT, LLC added office(s): 22 -> 23 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2026 — ADVISORS CAPITAL MANAGEMENT, LLC added office(s): 21 -> 22 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2026 — ADVISORS CAPITAL MANAGEMENT, LLC reported RAUM up 29% ($9.47B -> $12.20B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2026 — ADVISORS CAPITAL MANAGEMENT, LLC grew from 41 to 57 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
December 2025 — ADVISORS CAPITAL MANAGEMENT, LLC added office(s): 19 -> 21 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2025 — ADVISORS CAPITAL MANAGEMENT, LLC reported RAUM up 27% ($7.44B -> $9.47B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
30
May 2024 — ADVISORS CAPITAL MANAGEMENT, LLC changed its website from advisorscapital.com to bridgeviewwealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
April 2024 — ADVISORS CAPITAL MANAGEMENT, LLC added office(s): 15 -> 22 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
April 2024 — ADVISORS CAPITAL MANAGEMENT, LLC reported RAUM up 33% ($5.60B -> $7.44B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
69
April 2024 — ADVISORS CAPITAL MANAGEMENT, LLC reports More than 500 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.