Aliso Viejo, CA Office

Advisors Capital Management serves a broad mix of clients — individuals (including high‑net‑worth), employee benefit plans, and the clients of unaffiliated broker‑dealers and registered investment advisers — offering discretionary portfolio management as an outsourced investment manager. Its offerings include customized private accounts, model separate‑account strategies, model ETF strategies, and a self‑directed brokerage/mutual fund solution (Pathfinder) for qualified retirement plans.

The firm’s investment process blends top‑down macro considerations with bottom‑up security selection and employs fundamental, quantitative and qualitative analysis across a suite of proprietary strategies. Portfolios are managed on a discretionary basis and span equity, fixed‑income (including municipal) and tactical/all‑cap approaches, with options ranging from individually tailored private accounts to standardized model allocations.

What distinguishes Advisors Capital from many peers is its scale of client servicing and intermediary role: the firm reports roughly 17,842 clients served by 54 advisors (about 330 clients per advisor) and acts as an outsourced sub‑advisor to unaffiliated broker‑dealers and RIAs, managing over $8.1 billion of discretionary assets for those intermediaries. It also operates affiliated mutual fund strategies used in its Pathfinder SDBA program, holds ownership in an insurance agency, and provides optional class‑action claim tracking services — structural features that create additional operational and referral relationships compared with typical enterprise peers.